We’re pleased to announce that Beaird Harris has successfully completed the most rigorous fiduciary certification process in the entire investment management industry, again!
The Centre for Fiduciary Excellence, also known as “CEFEX,” is an independent organization that certifies an advisor’s adherence to the highest fiduciary standards in the industry.
In 2007, we were one of the very first Investment Advisors in the country to successfully complete the certification process, and we're pleased to report that for the 10th consecutive year, Beaird Harris has once again earned this certification through CEFEX's independent audit.
In practical terms, a fiduciary relationship represents the highest standard of care. This achievement is indicative of Beaird Harris’s continuing commitment to act as a fiduciary for the benefit of our clients, putting their interests ahead of our own. While the vast majority of brokers and advisors fail to meet fiduciary standards, we have been honored to serve our clients in a fiduciary capacity since our founding in 1996.
To learn more about Bearid Harris's fiduciary approach and what makes us different from other "advisors" in the industry be sure to check out our new short video titled A Unique Approach to Wealth Management or our position paper titled Fiduciary Matters: Relationships of Trust.
For information on this designation, please visit www.cefex.org.