TUPELO, Miss., Nov. 03, 2015 (GLOBE NEWSWIRE) — Hardy Reed, LLC, an independent, SEC registered investment advisory, fiduciary consulting and retirement plan services firms, has once again been recognized by the Centre for Fiduciary Excellence (CEFEX) for Investment Advisor Certification. This is the fifth consecutive year Hardy Reed has received the certification. The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard(1). Hardy Reed’s accomplishment is published in the directory of Registered Firms on the CEFEX website www.cefex.org where its certificate can be viewed.
“We are pleased to be awarded our Centre for Fiduciary Excellence (CEFEX) Certification for the fifth consecutive year,” said Ken Mathis, COO of Hardy Reed. “CEFEX is a global assessment and certification organization with a mission to promote fiduciary best practices. We believe our CEFEX Certification clearly underscores our commitment to being a leader in providing affluent families, retirement plan sponsors and foundation boards with independent, objective fiduciary guidance using fiduciary best practices based on the Global Fiduciary Standard of Excellence.”
According to CEFEX, Hardy Reed, LLC was one of the first firms globally to receive CEFEX Certification. Hardy Reed received the CEFEX certification as an Investment Advisor for its services to high net worth individuals, personal trusts, foundations, ERISA Defined Benefit & Defined Contribution plans, 403(b) plans, and non-qualified plans.
About Hardy Reed
Hardy Reed, LLC is an independent, SEC registered, investment advisor, fiduciary consulting, and retirement plan services firm. Its team of professionals provides objective fiduciary guidance to high net worth families, institutions such as endowments and foundations, and retirement plans throughout the United States.
For more information on Hardy Reed, please visit www.hardyreed.com.
CEFEX, Centre for Fiduciary Excellence, LLC is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, record-keepers, administrators, and managers. CEFEX has offices in Toronto, Canada, and Pittsburgh, PA.
(1) Source: Centre for Fiduciary Excellence (CEFEX)
For more information on CEFEX, please visit www.cefex.org.
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