At FPLCM, we have worked hard to earn a trusted reputation, therefore, FPLCM is honored to announce our certification with CEFEX, the Centre for Fiduciary Excellence, LLC.
CEFEX is an independent global assessment and certification organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.
Our CEFEX certification means we understand the importance of having a documented investment process, thereby helping promote our clients’ confidence that their investment strategies are being prudently organized, formalized, implemented, and monitored. Additionally, our firm is being monitored annually by an independent third party, which effectively helps our clients manage their fiduciary obligations.
We believe that our CEFEX certification is yet another way to demonstrate we are acting in our clients’ best interest and our commitment to comprehensive and continuous improvement within our organization.