SRP Earns Fiduciary Excellence Certification

Strategic Retirement Partners is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for Strategic Retirement Partners as it signifies conformity to a recognized global standard of fiduciary excellence.

Strategic Retirement Partners was subject to a rigorous, multi-month audit and certification process guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices.

“CEFEX is pleased to add Strategic Retirement Partners to an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said CEFEX Managing Director Carlos Panksep. “They have earned the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”

Jeffrey Cullen, Managing Partner and Managing Director, Great Lakes of Strategic Retirement Partners said, “Strategic Retirement Partners applied for CEFEX to verify our practice is trustworthy and transparent. Receiving the CEFEX certification, we uphold the global fiduciary standard. We embrace an orderly and efficient process, so we are positioned to help our clients make better business and financial decisions.”

Strategic Retirement Partners is certified for Investment Advisor Certification, which is registered and can be viewed at www.cefex.org.

CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Strategic Retirement Partners online CEFEX certificate.

 

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