At the annual Fi360 conference in Nashville, TN on April 3, 2019, Montgomery Retirement Plan Advisors was recognized by the Centre for Fiduciary Excellence for being CEFEX certified for ten years for their adherence to a defined fiduciary Standard of Practice.
“Trust is critical to organizations which act as fiduciaries or provide fiduciary support services. Investors and stewards of retirement plans, endowments and foundations are continually looking for proof of integrity,” explains Carlos Panksep, Managing Director, CEFEX. “Our rigorous certification demonstrates that the firm is trustworthy and that it places investors’ interests first by adhering to professional best practices.”
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