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
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. |
|
||||||||||||||||||||