Broker Check

What is CEFEX®?

What is CEFEX®?

CEFEX®,the Centre for Fiduciary Excellence, LLC is an independent organization that assesses and certifies firms that are striving to demonstrate their adherence to their industry's standards. Because CEFEX® is an independent organization, their certification is recognized the world over as a reliable measure of the trustworthiness of the certified organizations.

Fidelis Fiduciary Management is proud to be CEFEX® certified as a fiduciary advisor to defined contribution plans. Fidelis is one of the few firms nationwide to achieve an independent fiduciary certification for ERISA 3(38) service.

Plan Consultant Journal: The Fiduciary Assesment of an Investment Advisor

The CEFEX Assessment Process.

View CEFEX certificate

CEFEX Opinion by Fred Reish

Center for Fiduciary Excellence