We’re pleased to announce that Arista Wealth Management has joined an elite group of Investment Advisors who have achieved the CEFEX-certification described in the handbook, “Prudent Practices® for Investment Advisors.”

“This achievement demonstrates our adherence to the highest standards of fiduciary excellence in our investment, governance, risk management and operational processes.”

                        Paul L. Moffat, President

 

 

What is the CEFEX Certification?

The Centre for Fiduciary Excellence, LLC (CEFEX®) is an international, independent organization that assesses and certifies firms that demonstrate their adherence to the industry's best fiduciary standards. A CEFEX-certification is globally recognized as a reliable measure of the trustworthiness of the certified firm.

CEFEX-certified Investment Advisors voluntarily undergo annual fiduciary assessments conducted by independent expert analysts. The resulting assessment reports are reviewed by a separate registration committee. This program can be thought of as a sophisticated peer-review system. The CEFEX-certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.

Investors of all types should mandate the CEFEX-certification of their advisors.

For more information on this designation, please visit www.cefex.org