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Conforming your Investment Process to a Global Fiduciary Standard of Excellence

In an environment of investor anxiety, trust in asset management is more  important than ever.  Investor trust is critical to anyone who performs   fiduciary functions.  Plan Sponsors of 401(k) retirement plans, endowments, foundations and private trusts are looking for proof of their investment advisors’ and managers’ integrity.  Conversely, mutual funds, investment managers and advisors are looking for ways to show investors that their trust is warranted.

Cambridge Fiduciary Services, LLC provides Institutional Investors, Investment Advisors and Investment Managers with tools to meet their investment fiduciary obligations.  With over 26 years of experience, the Cambridge Team can help you to conform your Investment Process to a Global Fiduciary Standard of Excellence. Cambridge Fiduciary Services, LLC does this by:

Designing a Prudent Investment Process

Cambridge will help you organize, formalize, implement, and monitor a Fiduciary Quality Management System.

The Fiduciary Quality Management System incorporates the Practices and Criteria that define a Global Fiduciary Standard of Excellence.  These fiduciary practices have been developed by the Foundation for Fiduciary Studies and are supported by legal memoranda prepared by a leading law firm.

Performing Fiduciary Assessment of the Investment Process and Conforming investment Practices to a Prudent Standard

How do you develop, establish and maintain trust in the investment industry?  A proven and clear cut process based on a set of fiduciary principles or what can be called standards assures investors including plan participants of consistent unbiased methodologies.  Cambridge performs assessments according to a standardized process which is consistent with the global ISO  9000 Quality Management System Standard and, for those whose Investment Process is found deficient, Cambridge will assist in establishing necessary improvements or adjustments.  

Providing Analyst Services for CEFEX Investment Fiduciary Certification and Registration  

How do you demonstrate to your investment clients that you conform to industry best practices?  The Center for Fiduciary Excellence, LLC (CEFEX) provides the answer. Certification by CEFEX is an independent recognition of an organization’s conformity with all Practices and criteria that comprise a Global Fiduciary Standard of Excellence.  It recognizes that an organization can demonstrate adherence to the industry’s best practices and is positioned to earn the public’s trust.