NORTHBROOK -- IRON Financial LLC has been certified for fiduciary excellence by CEFEX, the Centre for Fiduciary Excellence LLC.
IRON
is among the first investment managers globally to successfully
complete the independent CEFEX Fiduciary Assessment. The assessment
certified IRON’s discretionary investment and ERISA 3(38) investment
advisory services for ERISA defined contribution and defined benefit
plans.
“We are pleased to receive this notable certification,
recognizing our commitment as an investment advisor to maintaining best
practices as a truly independent fiduciary,” said Dick Friedman,
managing director, corporate retirement services, IRON Financial. “This
recognition is indicative of the quality of our offering and dedication
to meeting the needs of plan sponsors and participants.”
As a
certifying organization, CEFEX provides an independent recognition of a
firm’s conformity to a defined standard of practice. It implies that a
firm can demonstrate adherence to the industry’s best practices, and is
positioned to earn the public’s trust. This registration serves
investors who require assurance that their investments are being managed
according to commonly accepted best practices.