CEFEX®
Certified

CEFEX® Certified

Center for Fiduciary Excellence

“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Hardy Reed has demonstrated adherence to the industry’s best fiduciary practices. This indicates that Hardy Reed’s interests are aligned with those of investors. The certification, which must be earned annually, verifies that an organization is using fiduciary best practices in the investment process they apply to manage their client’s assets.”

— Carlos Panksep, General Manager of the Centre for Fiduciary Excellence.
The value

What CEFEX® means to you.

A CEFEX-certified firm places its clients’ interests first. Through structured processes, the firm will realize cost savings through improved quality, enhanced client satisfaction and increased market share. From a financial perspective, end clients will realize investment objectives sooner and achieve a better alignment of investment services to expenses.

The CEFEX® certification recognizes the importance that HR places on serving our clients' best interest as a Fiduciary.

01

Investment Stewards

An organization with the legal responsibility for managing investment decisions.

02

Investment and Fiduciary Advisors

An organization with the responsibility for providing comprehensive and continuous investment advice.

03

Investment Managers

An organization which makes investment decisions and selects the securities to implement a specific investment mandate.

04

Retirement Plan Service Providers

An organization that specifically provides record keeping and administration services to qualified retirement plans.

the Benefit

This prestigious certification highlights our commitment to providing clients and prospective clients with independent objective fiduciary guidance. We believe that the Center for Fiduciary Excellence certification of a firm’s investment process is rapidly becoming a beacon of light for the investing public.

THE rarity

Less than one percent of RIAs in the U.S. have earned the CEFEX® Certification.

1
The Consistency

Putting your interests first for 13 consecutive years.

Hardy Reed has earned the CEFEX® Certification for the 13th straight year. This means we are consistent and steadfast in our goal of maintaining the highest levels of transparency and accountability. 

The standard

The CEFEX® Certification is a rigorous, independent, annual audit that verifies our processes put our clients’ interests first and meet industry best practices. The Certification is considered a seal of approval for wealth management firms giving our clients greater peace of mind, quality assurance and a higher degree of transparency.

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