Foster Group issued the following announcement on Sept. 5
CEFEX is an acronym for the Centre for Fiduciary Excellence, an independent global assessment and certification organization. Most investors have neither the time nor necessary expertise to oversee their wealth manager. CEFEX provides a rigorous systematic assessment, performed by an independent fiduciary expert.
CEFEX’s annual certification testing provides transparency and accountability and is intended to increase trust. The initial certification process and annual renewal process to maintain certification demonstrate the fiduciary excellence of a firm, based on a best practices standard rather than simply meeting minimum standards. The benefit of using a CEFEX-certified wealth advisory firm is the assurance that the client’s interest is always placed first.
Foster Group is the only firm in Iowa and Nebraska that has been certified since 2007. We’re absolutely committed to acting as our clients’ fiduciary. We think you deserve, and should expect, nothing less. Contact us today to learn if your investments are being managed in your best interest and get on the road to fiduciary security.
Original source can be found here.