top of page
  • Writer's pictureRob Schmansky

Clear Financial Certified Fiduciary

Livonia, Mich., November 14, 2016 – Clear Financial Advisors, a registered investment advisor, is proud to announce it has been certified as an Invesetment Advisor adhering to the Global Fiduciary Standard of Excellence by the Centre for Fiduciary Excellence, LLC (CEFEX), an fi360 company.

CEFEX certifies adherence to best practices as a fiduciary, that seeks to operate in the best interest of its clients. “The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.” CEFEX-certified Invest Advisor firms voluntarily submit to an initial and annual audit of our processes, procedures, and client relationship documents including a sample of client relationships.

Please see the below links for more information on Clear Financial’s certification.

About Clear Financial Advisors: Clear Financial Advisors is a registered investment advisor located in Livonia, Michigan, and serving clients nationwide. Clear Financial is an award winning financial advisory firm, regularly quoted in national media, with memberships in NAPFA, Garrett Planning Network, and the Financial Planning Association.

CONTACT: Robert Schmansky, CFP® P: 248-677-1762 E: W: Twitter: @moneyclarity

# # #

94 views0 comments
bottom of page