3rd-party fiduciary due diligence.

CEFEX-certified to put your interests first

In 2016, the Centre for Fiduciary Excellence (CEFEX) completed its initial fiduciary assessment and certification audit of FFH. They evaluated FFH's individual-client and institutional 401(k) plan services against a defined fiduciary standard as set forth in the Prudent Practices for Investment Advisors handbook.

FFH was the 72nd investment firm in the USA to receive CEFEX’s Investment Advisor Certificate (#CFX10319), and as of 2019 FFH is one of only three CEFEX-certified Investment Advisers in Michigan.

CEFEX certification provides an independent third-party due diligence of FFH's qualification to serve as a professional fiduciary. Continued certification is subject to successful completion of a mandatory annual re-certification audit and peer review.

CEFEX is an an independent global assessment and certification organization located in Toronto, Canada. Their audit and certification process is based on ISO 19011 and ISO 17021; standards published by the International Organization for Standardization (ISO). Please refer to our Disclosures for more information.