Fiduciary Excellence Fulcrum Partners

Congratulations SRP, Awarded Fiduciary Excellence Certification

Fulcrum Partners Leadership

Strategic Retirement Partners has been honored with a Certification of Fiduciary Excellence. The award, presented by the Centre for Fiduciary Excellence (CEFEX), honors demonstrated adherence to fiduciary best practices.

As part of the award process, Strategic Retirement Partners was subject to a rigorous, multi-month audit and certification protocol, guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook that is grounded in law, regulation and professional best practices.

“Strategic Retirement Partners applied for CEFEX to verify our practice is trustworthy and transparent,” said Jeffrey Cullen, Managing Partner and Managing Director, Great Lakes of Strategic Retirement Partners. “Receiving the CEFEX certification, we uphold the global fiduciary standard. We embrace an orderly and efficient process, so we are positioned to help our clients make better business and financial decisions.”

CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S.

A full copy of the standard can be downloaded from CEFEX at cefex.org and a summary can be viewed on the Strategic Retirement Partners website (srpretire.com) by clicking on “Strategic Retirement Partners online CEFEX certificate”.

#ReadMore here: SRP Earns Fiduciary Excellence Certification

Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.