Benefits of a CEFEX Certified Advisor

PUTTING PEOPLE FIRST

Benefits of a CEFEX Certified Advisor

A CEFEX (Centre for Fiduciary Excellence) certified advisory firm adheres to a standard representing the best practices in their industry. They abide by a global fiduciary standard of excellence with specific criteria covering 21 best practices. In fact, the documented repeatable processes and the evidence-based decision-making that CEFEX demands are more likely to generate higher investment returns over time. Additionally, because the firm voluntarily agrees to a rigorous annual audit, investors can rest assured that their advisor continues to work to the highest professional standards.  This independent verification is even more critical for trustees and investment committee members of retirement plans who are legally required to conduct regular due diligence on their service providers, which CEFEX certified firms complete at no expense to the plan.

So, Why Work with a CEFEX Certified Advisor?

As an investor, you want peace of mind. You need to know that your advisor is not only thoroughly competent, but also a fiduciary. In other words, he or she is acting at all times in your best interest. You need to trust your advisor regardless of how much money you have to invest or what part of the world you’re in.

As the trustee of a retirement plan, the decisions you make can have a direct impact on the lives of your employees.

Why leave anything to chance? Insist on working with investment professionals you can truly trust. Insist on using a CEFEX certified advisor.

Contact Innovative Investment Fiduciaries today at resources@iifria.com or visit www.ibpllc.com/services/retirement-plan/

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