As the global leader in performing certification assessments, Roland|Criss is helping investment advisors, recordkeepers, investment stewards, and investment managers attest to the highest standard of fiduciary and fiduciary-support excellence. Substantiated by federal and state laws, industry best practices, and legal precedents, the certification process mirrors the ISO 19011 audit methodology for testing quality management systems.

Please review the list below and click on the title that most accurately describes your current position.

• Investment Advisors
• Investment Stewards
• Investment Managers
• Record Keepers