Gordon Asset Management, LLC is one of the few RIAs in the United States to earn the CEFEX certification.
This third party verification of our fiduciary best practices supports our commitment to excellence and promotes our Service Provider Disclosure Review as a product and service on the forefront of DOL audit preparedness. By taking the extra steps to become CEFEX certified, we proactively prove to our clients that they can trust in our experience and guidance in managing their retirement plan.
According to Fi360’s website:
“CEFEX Certification 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.”
The Centre for Fiduciary Excellence (CEFEX) is an independent organization offering an assessment and certification process designed to help investors worldwide evaluate advisory firms. The CEFEX assessment process verifies advisors’ consistent employment of specific best practices, and certifies those groups or individuals who showcase a commitment to excellence while conducting fiduciary responsibilities.