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