The CEFEX assessment process uses the fi360, Inc. Fiduciary Score to benchmark the investments used by the Investment Advisory firm. The score is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness. It’s a ready-made solution for due diligence that can help firms demonstrate a prudent investment selection and monitoring process.
Leading CEFEX-certified firms use the Fiduciary Score in client communications to demonstrate the diligence used in their investment process.
A free trial is available and CEFEX-certified investment advisory firms are eligible for discounts.