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 the Global Fiduciary Standard of Excellence. Hardy Reed was the analyst for this CEFEX Fiduciary assessment.


Call Now