August 25, 2020
DirectAdvisors is proud to announce that it has successfully completed its 3rd annual renewal of its CEFEX certification.
CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the certification to the standard described in the handbook “Prudent Practices for Investment Advisors”. DirectAdvisors remains part of an elite group of investment advisory firms which are certified in this global program.
DirectAdvisors is certified as a practice focused exclusively on ERISA fiduciary plan consulting and 3(38) investment management services with specialized expertise in mid-sized 401(k) and 403(b) plans for corporations, institutions of higher education and specialized plans for the construction industry. DirectAdvisors is registered at www.cefex.org/advisor, where the firm’s certificate can also be viewed.
To read the full press release, please visit the following link: