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The Benefits of Hiring
a CEFEX Certified Firm:
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ISO-Based
Certification for Investment Fiduciaries
CEFEX
certifies our investment selection and management, documentation,
and business processes, in adherence to the highest standards of
care for investment fiduciaries.
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Annually Audited by Independent Third Party
Being one of the biggest benefits, our clients have
communicated a greater peace of mind due to our demonstrated
commitment to attain and then maintain adherence to this ever
evolving fiduciary standard. The reason: every CEFEX certified firm
is audited annually by an independent third party to demonstrate
compliance via documentation and client sampling.
Freedom One Investment Advisors is one of the first
investment advisory firms globally to receive the CEFEX Investment
Advisory certification from the Centre for Fiduciary Excellence.
Much like the ISO9000 designations for manufacturing and affiliated
industries, receipt of the CEFEX certification is the result of a
considerable amount of work by Freedom One and a very extensive ‘audit’
of our advisory practices.
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