March 9th, 2018
The Centre for Fiduciary Excellence (CEFEX) has awarded DirectAdvisors a CEFEX Fiduciary Certificate of Registration. This registration serves institutional retirement plans that require assurance that their investments are being managed according to commonly accepted best practices. DirectAdvisors is one of only two firms in New York State to receive this certification.
CEFEX-certified firms adhere to a standard representing the best practices in their industry. The standards include specific criteria that have been substantiated by regulation or written in consultation with leading firms. CEFEX conducted the fiduciary assessment of DirectAdvisors in August 2017. Determining DirectAdvisor’s practices in providing investment advice to clients conform to the fiduciary standards of excellence.
“This certification confirms DirectAdvisor’s adherence to the industry’s best practices, and positions us to further earn the public’s trust. This is a tremendous honor for DirectAdvisors to receive as we take our fiduciary responsibilities for our clients very seriously,” says Jeff Bennett, co-founder of DirectAdvisors.
To Learn more about why you should ONLY hire a CEFEX certified advisors read these:
- How Clients Benefit From Their Advisor’s CEFEX Certification
- The Road to Fiduciary Security Begins with a A CEFEX Certified Advisor
- Fi360 – Fiduciary Conduct and Your Reputation
ABOUT DirectAdvisors— DirectAdvisors headquartered in Albany New York and founded in 2001, provides independent ERISA Fiduciary Investment Advisory Services and plan consulting services for 401(k) and 403(b) retirement plans. Staff includes Accredited Investment Fiduciaries, Certified Financial Planners, and professionals credentialed by the American Society of Pension Professionals & Actuaries. For more information call 518-362-2119 or visit http://www.directadvisors.com
ABOUT CEFEX – CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries. For more information visit http://www.cefex.org/