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MARKETS SERVED :
Investment Advisors		  
 
 

Roland|Criss' prominence has been earned the hard way… but the best way…by shaping the fiduciary identities of some of the top firms in the investment advice business.

Roland|Criss' CEFEX certification and assessment services provide objectivity and credibility to an Investment Advisor’s ability to fulfill its services on behalf of its clients at the highest fiduciary level. Our certification and assessment services are performed at an entity-level, not an individual professional level. As a result, the Investment Advisor practices and criteria test a firms quality management system. It does not compete with professional designations.

Roland|Criss has pioneered the industry with its Fiduciary Identity Program™ for Investment Advisors and broker/dealers. Our FIP™ seeks to improve firm-level performance, mitigate risk, and articulate the firm’s integrity and competency to its clients and prospects.
 
The three benefits of the Fiduciary Identity Program™ include:
• Distinction as a Fiduciary Specialist:
• Risk Management:
• Competitive Advantage:
 

Advisors that obtain certification qualify for membership in the Investment Fiduciary Leadership Council.

For an online demonstration of the Investment Advisor Certification program or our Fiduciary Identity Program™ for investment advisors, please Contact Us.
 
 
TESTIMONIALS:

“Clients looking for a trusted advisor have not been able to do much to ensure that the advisor is a professional fiduciary. Repeated surveys of our clients indicate they are concerned with trustworthiness, reliability, focus on their issues, and placing their interests first. Where do you think investors will turn to ensure that firms will behave according to mandated fiduciary requirements? To CEFEX certified firms, of course.”

Glenn Kautt, CFP, EA, AIFA
President, The Monitor Group
As a national investment advisory firm, CBIZ is committed to doing everything possible to sharpen our fiduciary identity. Our clients and prospects have come to expect this. Our CEFEX certification is a vital part of our effort to stay in front. Roland|Criss has all the answers about CEFEX. Its staff really knows what they are doing.
Mike Swallow, AIFA
Vice President, CBIZ Financial Solutions, Inc.