At Two West, we have worked hard to earn a trusted reputation, therefore, we are honored to announce our certification with CEFEX, the Centre for Fiduciary Excellence, LLC.
CEFEX is an independent global assessment and certification organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.
Our CEFEX certification means we understand the importance of having a documented fiduciary process, therefore our clients can be confident that their fiduciary strategies are being prudently organized, formalized, implemented and monitored. Additionally, our firm is being annually monitored by an independent third party, which effectively helps our clients fulfill their fiduciary obligations.
We wanted to share this with you to demonstrate our commitment to comprehensive and continuous improvement within our organization. We believe that our CEFEX certification is yet another way to demonstrate we are acting in our client’s best interest. Additionally, we would like to especially thank our clients and trusted peers for their continued support.