Presidium Retirement Advisers is one of the few Registered Investment Advisers to receive the Certification for Fiduciary Excellence from the Centre for Fiduciary Excellence (CEFEX).
What does this mean for our clients who invest with us?
“The certification provides assurance to investors, both institutional and individual, that Presidium has demonstrated adherence to the industry’s best fiduciary practices. This indicates that Presidium’s interests are aligned with those of investors.”
CEFEX is an independent organization offering an assessment and certification process designed to help investors worldwide evaluate advisory firms. The CEFEX certification verifies that the advisor employs specific best practices and certifies those who showcase a commitment to excellence while conducting fiduciary responsibilities.
