Firm News


Hardy Reed recently worked with the Mid-Atlantic United Methodist Foundation (MAUMF) to become the nation’s first faith-based CEFEX Certified nonprofit. Follow the link below to learn more. Mid-Atlantic United Methodist Foundation Becomes First Faith Foundation to Earn Certification for Fiduciary Excellence

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Hardy Reed Recognized for Fiduciary Excellence for 7th Consecutive Year!


Hardy Reed Continues to be Recognized for Fiduciary Excellence! Hardy Reed, LLC, an independent, SEC Registered Investment adviser, fiduciary consulting and retirement plan services firm, has once again been recognized by the Centre for Fiduciary Excellence (CEFEX®) with an Investment Advisor Certification. This is the seventh consecutive year Hardy Reed has received the certification. Follow […]

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Firm News


Congratulations to the Iowa United Methodist Foundation for completing the CEFEX Fiduciary Assessment and obtaining a Registered Opinion Letter. The CEFEX Fiduciary Assessment is an assessment of an organization’s conformity to the 21 fiduciary best practices developed by the Center for Fiduciary Studies, an affiliate of fi360. The 21 best practices form a standard known […]

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