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Hartland & Co. Announces CEFEX Certification

To help ensure our results oriented capabilities, we became certified by the Centre for Fiduciary Excellence (CEFEX).  CEFEX is an international organization that establishes standards for fiduciaries.

To become CEFEX compliant a firm must undergo a fiduciary audit to be tested on over fifty criteria.  CEFEX compliance helps us assure clients our operations and investment processes meet the highest standards in our industry.  We are among the first investment advisors globally to attain CEFEX certification and also believe it will become a mandate for all fiduciary firms in the future.

To read more, please see the official press release here: http://www.cefex.org/downloads/CEFEX News Release Hartland.pdf