Twelve Points Retirement Advisors Acknowledged for Fiduciary Excellence by CEFEX

 In News & Media

Twelve Points Retirement Advisors joins the elite group of Investment Advisors to successfully uphold the standards of “Prudent Practices ® for Investment Advisors” set by CEFEX, the Centre for Fiduciary Excellence, an Fi360 ® , Inc. company.

“As a financial advisory firm, we are held to standards on every front,” said Dave Clayman, CEO of Twelve Points. “Our clients have standards. The regulatory bodies that manage our processes have standards. And we set the bar even higher for ourselves.

“The CEFEX standards capture 21 practices and supporting criteria including due diligence performance, how an investment policy statement is written and managed, and how client data is confidentially secured. It’s worth noting that this rigorous, annual oversight process is completely voluntary and completed as valuable way to earn increased trust from [our] clients.”

“While the certification does not come as a surprise, it is a welcome reminder why we work so hard to do things right,” said Francesca Federico, Co-Founder & Principal of Twelve Points.

The certification, which can be found here, comes through CEFEX’s independent assessment. It assures adherence to fiduciary best practices, including how an Investment Advisor selects and monitors investment managers and how they develop ongoing investment implementation processes, strategies, and fiduciary practices. Certification indicates that the firm’s interests are aligned with those of stakeholders.

“We use industry best practices to protect our clients while serving in their best interests,” adds Clayman. “ They can say with confidence that their retirement plans are being handled responsibly.”

Download the Fiduciary Management Report Card or to learn more about what Twelve Points can do for your organization, click here.

Read the Twelve Points Retirement Advisors / CEFEX press release here.

The Twelve Points Team
Founded on trust, our team is dedicated to developing long-term relationships with our clients. Clear, consistent communication and attention to detail allow us to meet and exceed your expectations. As a Registered Investment Advisory firm, we act as fiduciary, providing advice that is solely in your best interest. We align our interests with yours, so we succeed when you succeed. It is our mission to become the most trusted advisor for all of your needs, well beyond just finances. Connect us at 978-318-9500 or by clicking on the email link below.
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