The Centre for Fiduciary Excellence, LLC. 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 and managers. CEFEX certifications help determine trustworthiness of investment fiduciaries. Resource Consulting Group obtained its CEFEX certification in January 2008, and has renewed each year since. For more information on CEFEX, please visit the CEFEX website.
View our current CEFEX registration letter: 2016 CEFEX Letter of Registration