Roland|Criss ensures protection for investment fiduciaries and attests to trustworthiness among service providers. We are the first global, standards-based provider of fiduciary and certification services.

Our Fiduciary Services ensures protection through our proprietary quality management system that actively trains, equips, and implements best practices for public pensions, corporate retirement plans, endowments and foundations.

Our Certification Services assists Recordkeepers, Investment Advisors, Investment Stewards, and Investment Managers obtain a fiduciary and fiduciary-support identity that conforms to the highest industry standards. Roland|Criss' assessment process is based on the ISO 19011 audit methodology for testing quality management systems. Once tested and approved these organizations earn the CEFEX seal of excellence.

Organizations that attain the mark of trustworthiness through certification are eligible to participate in the Investment Fiduciary Leadership Council (“IFLC”). For more on IFLC go to www.iflcouncil.org

To ensure protection and certify excellence, independence is essential. Therefore, Roland|Criss does not receive fees for managing investment assets or selling financial products.

To learn more about Roland|Criss or schedule an online demonstration, please Contact Us.