Clear Financial Certified Fiduciary

December 11, 2018

Livonia, Mich., November 14, 2018 – Clear Financial Advisors, a registered investment advisor, is proud to announce it has been re-certified as an Investment 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 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.

 

CEFEX Press Release – Clear Financial Advisors

Clear Financial Certificate of Registration

CEFEX Public Certification Report

CEFEX Legal Process Opinion

 

 

 

 

About Clear Financial Advisors: Clear Financial Advisors is an award-winning, registered investment advisor located in Livonia, Michigan, and serving clients nationwide. 

 

CONTACT: Robert Schmansky, CFP® P: 248-677-1762 E: info@clearfinancial.net W: www.clear.financial Twitter: @moneyclarity

 

# # #

Please reload

ABOUT US

Clear Financial Advisors (CFA) is a Fee-Only Detroit and Ann Arbor fiduciary financial and investment advisor with meeting locations in Ann Arbor / Whitmore Lake, Livonia, Novi, Bloomfield Hills, Troy, Royal Oak, and Franklin / Southfield / Bingham Farms, and serving clients nationally online.

FREE NEWSLETTER

Newsletter members receive:

       Free Clear Investing, Intentional 

       Investing ebook

       Monthly email newsletter

CONNECT WITH US

Phone  248.677.1762

Email    info@clearfinancial.net

Clear Investing Intentional Investing book Robert Schmansky livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager young professionals
  • RSS - White Circle
  • YouTube - White Circle

© Clear Financial Advisors, LLC | Locations / Contact UsDisclaimer