Dedication to Professional Excellence

Our commitment to professional excellence is manifest in three ways. The first is our membership in the Independent Consultants Cooperative (ICC). The ICC is a group of leading independent investment consulting firms across the United States. ICC members share data on thousands of clients which helps us understand how clients of similar size and type are performing and investing their assets. This shared data is valuable for us in designing and implementing investment programs for our clients.

Our second commitment to professional excellence is through our Centre for Fiduciary Excellence (CEFEX) certification. CEFEX is an international standards body that provides independent recognition of a firm’s conformity to defined Standards of Practice. Each year, an auditor from CEFEX visits firms and tests their compliance with these standards. We are proud to be one of the only firms of our type in the country that is compliant with CEFEX standards.

Finally, we follow our strict Conflict of Interest Policy. All of our professionals must attest that they personally are not in conflict with firm clients in any way and are complying with our firm’s commitment to independence. We monitor compliance with our policy quarterly.