*VERIFICATION LEVELS OF FIDUCIARY EXCELLENCE   

•  Level I: Self-Assessment of Fiduciary Excellence
•  Level II: Consultant’s Assessment of Fiduciary Excellence      
•  Level III:  CEFEX Certification (Global Fiduciary Standard of Excellence)      
•  Level IV:  CEFEX Investment Manager Assessment (Measures the Level of Risk or Trustworthiness with Peer Review)

Midwest Fiduciary Services, Inc. works with individuals and businesses for:

•       Assessing a Standard of Fiduciary Excellence*

•       "Eligible Investment Advice Arrangement" Audits

•       ERISA Retirement Plan Consulting

 •      Optimizing & Allocating Investments

•       Writing a Tailored Investment Policy Statement

   •    Selecting and Monitoring Mutual Funds & Separate Account Mangers using

a Due Diligence Process

•       Assessing Investment-Related Fees and Expenses

Need a Resource to Understand Prudent Practices? 

for

Ø     Investment Stewards

Ø     "Eligible Investment Advice Arrangements" for Plan Sponsors

Ø     Investment Advisors, and/or

Ø     Investment Managers

For more information, click here.