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Press Release Innovative Investment Fiduciaries, LLC is Certified for Fiduciary Excellence |
Issued by Centre for Fiduciary Excellence [CEFEX] Jan. 16, 2020 |
PITTSBURGH, JANUARY 16, 2020 – CEFEX, the Centre for Fiduciary Excellence, LLC, has certified Innovative Investment Fiduciaries, LLC in Moorestown, NJ to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Innovative Investment Fiduciaries, LLC (Innovative) joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. According to the Vice President of the Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance to institutional clients, that Innovative has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with retirement plan participants.” Innovative is registered in fiduciary investment advisory and investment management services under ERISA 3(21) or 3(38) to ERISA defined contribution and defined benefit plans, as well as 457(b)/(f) and non-qualified deferred compensation plans. Innovative is registered on this public page, where its certificate can also be viewed. The standard is 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 Model Management of Public Employee Retirement Systems Act (MMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Innovative’s on-line Independent Assessment Report. More information about Innovative Investment Fiduciaries, LLC is available at www.ibpllc.com. About CEFEX®: About Fi360®: BL:hh |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
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