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This achievement demonstrates our adherence to the highest standards of fiduciary excellence in our investment process, governance, risk management and operational processes.

What is Cefex Certification?

Announcing the first certified firm in Nevada

The Centre for Fiduciary Excellence, LLC (CEFEX®) is an international, independent organization that assesses and certifies firms that demonstrate their adherence to the industry's best fiduciary standards. A CEFEX certification is globally recognized as a reliable measure of the trustworthiness of the certified firm.

Open Window is the first firm in Nevada to achieve the CEFEX certification described in the handbook “Prudent Practices for Investment Advisors".

Investors of all types should mandate the CEFEX certification of their advisors.

Learn more about What It Means and Why It Matters here 

 

CEFEX-certified Investment Advisors voluntarily undergo annual fiduciary assessments conducted by independent expert analysts. The resulting assessment reports are reviewed by a separate registration committee. This program can be thought of as a sophisticated peer-review system. The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.

View Open Window's CEFEX Certificate

Read the full Press Release here