Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory firms that meet verified standards of integrity, trust, client satisfaction, and transparency. These standards include criteria that have been defined in collaboration with leading firms in the financial industry and those defined by regulation.
Trusting a CEFEX-certified firm like Glass Jacobson with your investments means you will be dealing with people who operate at the industry’s highest ethical standards, and who are dedicated to safeguarding your interests.
To be certified by CEFEX, a business must complete a standards-based assessment and undergo an independent annual audit. These requirements are over and above any legally-required or regulatory oversight. CEFEX’s continual scrutiny of the firms it certifies helps to promote continuous improvement and accountability.
CEFEX aims to have an investment advisory firm use high-quality financial vehicles in retirement plans and other accounts. CEFEX-certified firms have processes that improve service quality, use a factual approach to help gather information, and use market data to aid decision-making.
Glass Jacobson has been CEFEX-certified since December 2017 and our current certification is valid through the end of 2019 (verifiable on CEFEX’s website). We demonstrate our commitment to our fiduciary duty and to our clients by renewing our CEFEX certification every year.
About Glass Jacobson Financial Group:
Glass Jacobson has played a proactive role in building wealth for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation and planning, accounting and audit, strategic business consulting, divorce and litigation support, investment advisory, financial planning and 401k services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your finances and your future.
About CEFEX®:
CEFEX®, Centre for Fiduciary Excellence, LLC, an 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 has offices in Pittsburgh, PA.
About Fi360®:
Fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. Fi360’s capabilities include professional development, software applications, and research and practice management. Fi360 is the home of the AIF® designation and the Fi360 Toolkit®, and is the parent company of Ann Schleck & Co. and CEFEX. For more information about Fi360, please visit www.Fi360.com.
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