Innovative Investment Fiduciaries Receives CEFEX Certification for 3rd Consecutive Year


Over the years, we have worked hard to earn a trusted reputation, which is why we are honored to announce our certification renewal with CEFEX, the Centre for Fiduciary Excellence, LLC, for the third consecutive year.

CEFEX is an independent global assessment and certification organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

Our annual CEFEX certification renewal involves a comprehensive audit of our business and fiduciary practices by an independent third party.  During this three-month audit, CEFEX reviews all our internal and external practices including proper client documentation, thorough reporting, and substantial due diligence to support all business decisions.

The certification means that we understand the importance of having a documented investment process, thereby helping promote our client’s confidence that their retirement plans are being prudently organized, formalized, implemented, and monitored.

We believe that our CEFEX certification demonstrates our commitment to comprehensive and continuous improvement within our organization and dedication to always acting in our client’s best interest.

If you have any questions or would like to discuss further, please do not hesitate to call, or email us at

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