Since 2012, we have been recognized as a CEFEX-certified investment advisor, a designation sponsored by the Centre for Fiduciary Excellence. This exclusive certification shows our commitment to doing what is best for our clients, by ensuring our firm has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.
In order to maintain the certification, we undergo an annual assessment conducted by an independent fiduciary analyst and reviewed by an independent registration committee. While the process is rigorous and time consuming, it is extremely important to us and our commitment as a fiduciary to our clients.
The process and criteria required for MRA Associates to obtain and renew the certification each year can be found by clicking here.
Why work with a CEFEX advisor?
CEFEX Means Trust
CEFEX Advisory Firm Defined