Independent 3rd-party due diligence process.

CEFEX-certified to put your interests first

In 2016, the Centre for Fiduciary Excellence (CEFEX) completed its initial “ISO-based” fiduciary audit of our individual and 401(k) institutional plan services.

Financial Freedom House was only the 72nd investment firm in the USA to receive CEFEX’s Investment Advisor Certificate (#CFX10319) and as of 2018 is one of only four in Michigan to have done so. Continued certification is subject to successful completion of a mandatory annual re-certification audit and peer review.

CEFEX is an independent global assessment and certification organization whose assessment process is based on ISO 19011 and is conducted in accordance with ISO 17021. CEFEX certification provides an independent due diligence and verification of a firm’s qualification to serve as a professional fiduciary.