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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)        

 

 

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

 

   Assessing a Standard of Fiduciary Excellence* for:

Investment Stewards, Fiduciary Advisers,

Investment Advisors,

TPA/Recordkeepers**, Investment Managers,

Support Services, Due Diligence Firms, and

“Eligible Investment Advice Arrangement”

(EIAA) Audits

 

   Consulting on ERISA Retirement Plans &

Investment Committees

 

  Independent Fiduciary work

 

 Writing a Tailored Investment Policy Statement

 

Assistance in Using a Due Diligence Process

To Select and Monitor Investments, and to

Assess Investment-Related Fees and Expenses

 

 Fiduciary Expert Witness work

 

 

 

 

 

 

 

 

Need a Resource to Understand Prudent Practices? 

for

  •    Investment Stewards (i.e., Foundations, Endowments, Plan Sponsors, Trustees, Public Funds, etc.)
  •    "Eligible Investment Advice Arrangements" for Plan Sponsors
  •   Investment Advisors
  •   Investment Managers

 

  • TPA/Recordkeepers
  • Support Services & Due Diligence

 

For more information, click here.

Need a Tool to Self-Assess your Fiduciary Excellence? 

Purchase fiduciary360™’s “Self-Assessment of Fiduciary Excellence Questionnaire” to: (1) assist fiduciaries in analyzing how well their organization meets a defined global fiduciary standard of excellence; and (2) assist fiduciary’s to improve long-term investment performance.

                                                                   For more information, click here.