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OUR CEFEX® CErtification
A CEFEX® Certification is a mark that illustrates Hardy Reed’s commitment to providing Fiduciary advice. Hardy Reed has been CEFEX® certified for 11 consecutive years.
Our Services
Foundations and Endowments
Investment Management
CEFEX Fiduciary Assessments
Fiduciary Consulting
We support you so that you can continue supporting your community.
For more than twenty years, Hardy Reed has offered fiduciary consulting and investment guidance to charities, foundations, and endowments. We understand the unique experiences non-profits must navigate financially in order to help them serve their communities.
Retirement plan services
Percentage of Retirement Plans investigated with deficiencies.*
*In FY 2021, EBSA closed 1,072 civil investigations with 741 of those cases (69%) resulting in monetary results for plans or other corrective action. Source: the EBSA fact sheet developed by the U.S. Department of Labor, Employee Benefits Security Administration, Washington, DC, 20210 updated as of 10.14.2021
ESG investing
Investors desire the ability to tailor their investment strategy to match their values.*
*Capital Group 2022
ASSET MANAGEMENT
As of December 31, 2023, Hardy Reed, LLC had advised assets of over...
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Money means different things to different people. Determining what it means to you is critical and is the foundation upon which comprehensive, consultative wealth management is built.
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Corporate Office:
101 South Front Street, Tupelo, MS 38804
O: 662.823.4722
Oxford Office:
300A Enterprise Drive, Oxford, MS 38655
O: 662.823.4722
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