Centre for Fiduciary Excellence (“CEFEX”)
IRON Financial, LLC (“IRON”) is proud to announce that for the 5th consecutive year that The Centre for Fiduciary Excellence (“CEFEX”) has conducted and certified IRON as a Discretionary investment manager providing solutions for institutional investors, consulting firms, financial intermediaries, high net worth individuals and ERISA retirement plan clients serving in an advisory and ERISA 3(38) investment fiduciary role.
CEFEX is an independent global assessment and certification organization which works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries. As a certifying organization, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.
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