When you give your hard-earned money to an investment advisor, you are entrusting them to help map your financial future and build and manage an investment portfolio to help you achieve your goals.
Unfortunately, your best interests may not be shared by that advisor, and it seems the standard being considered by regulators will fall short of what’s needed.
Unlike most investment institutions, we at PWL believe financial advisors should have a fiduciary duty to their clients. Last year we formalized this commitment by gaining certification by the Centre for Fiduciary Excellence (CEFEX), an independent global organization that helps determine the trustworthiness of investment advisors.
Here’s what CEFEX accreditation means for our clients:
For PWL, the Investment Policy Statement and a signed NCAF (New Client Account Form) are the essential elements of our advisors’ planning and investment process. They promote long-term discipline in establishing investment goals, based on your long-term objectives and risk tolerance.
At PWL, we work hard to earn and retain your trust, and CEFEX provides an added layer of client confidence.