Services for Fiduciary Advisers, Investment Advisors, Recordkeepers, Investment Managers, Plan Sponsors, Investment Committees, and Investment Stewards. Confidence & Trust in an Investment Process

*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* for

Investment Stewards, EIAAs & Fiduciary Advisers, Investment Advisors,

Investment Managers, & Recordkeepers

• "Eligible Investment Advice Arrangement" (EIAA) Audits

• ERISA Retirement Plan Consulting

• Writing a Tailored Investment Policy Statement

• Assistance in Using a Due Diligence Process to Select and Monitor Investments

and Assess 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

Ø Investment Managers

Ø Recordkeepers

For more information, click here.






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* for Investment Stewards, EIAAs & Fiduciary Advisers, Investment Advisors, Investment Managers, & Recordkeepers • "Eligible Investment Advice Arrangement" (EIAA) Audits • ERISA Retirement Plan Consulting • Writing a Tailored Investment Policy Statement • Assistance in Using a Due Diligence Process to Select and Monitor Investments and Assess 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 Ø Investment Managers Ø Recordkeepers 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.