CEFEX Certification for 8th Consecutive Year.


Hardy Reed, LLC in Tupelo and Oxford, Mississippi, is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX) for the eighth consecutive year. Hardy Reed is one of only 137 firms worldwide to achieve the Investment Advisor Certification by CEFEX. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for Hardy Reed as it signifies continued conformity to a recognized global standard of fiduciary excellence.

Hardy Reed was subject to a rigorous, multi-month audit and certification process guided by the “Prudent Practices®for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices.

“CEFEX is pleased to renew Hardy Reed’s CEFEX certification and to recognize them as part of an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said CEFEX Managing Director Carlos Panksep. “They have earned the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”

Hardy Reed’s COO, Ken Mathis, AIFA®, PPC®, CEFEX Analyst said, “At Hardy Reed we believe that our clients are well served through our evidence-based approach and fiduciary best practices. Unfortunately many investors may not have the resources or expertise to thoroughly examine their advisor both initially and on an ongoing basis. Our annual CEFEX certification provides both our clients and prospective clients with independent verification that Hardy Reed’s fiduciary practices meet the Global Fiduciary Standard of Excellence. This independent verification may far exceed the due diligence that clients would typically be able to do on their own. We believe our CEFEX certification clearly underscores our commitment to being a leader in providing affluent families, retirement plan sponsors and foundation boards with objective fiduciary guidance.”

Hardy Reed is certified for ERISA DB & DC plans, 403(b), non-qualified plans, foundations and endowments, personal trusts, and investment advisory and wealth management services to high net-worth individuals. Hardy Reed’s certification is registered and can be viewed at www.cefex.org.

CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S.  A full copy of the standard can be downloaded from CEFEX at www.cefex.organd a summary can be viewed by clicking on Hardy Reed’s online CEFEX certificate. 

For more information about Hardy Reed, please visit us at www.hardyreed.com

About Hardy Reed

Hardy Reed, LLC is an independent, SEC Registered Investment Adviser*, fiduciary consulting, and retirement plan services firm. Its team of professionals provide objective fiduciary guidance to institutions such as endowments and foundations, and retirement plans throughout the United States. In addition, Hardy Reed provides wealth management and investment advisory services to high net-worth individuals.

About CEFEX®:

CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Learn more at www.cefex.orgvia Twitteror on LinkedIn.

*SEC registration does not constitute an endorsement of Hardy Reed by the Commission nor does it indicate the Hardy Reed has attained a particular level of skill or ability.

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