Cambridge is honored to announce its CEFEX® (Centre for Fiduciary Excellence) certification has been renewed. The CEFEX certification is an independent recognition of Cambridge's commitment to the prudent practices required to provide support to fiduciaries. This recognition is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices.
Cambridge was subject to an audit of the investment support services guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices.
Cambridge is certified for Investment Support Services as a Registered Investment Advisor supporting and overseeing the investment advisory activities of independent investment advisor representatives, providing advisory agreements, required insurance, bonding, and oversight. Cambridge’s certification is registered and can be viewed at http://www.cefex.org/RegisteredCompanyList/Details/CFX10304
CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, 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, recordkeepers, administrators and support services firms. CEFEX is based in Pittsburgh, PA.