The following PR announcement was originally published on Newswire.
OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC in Owings Mills, Maryland to the standard described in the handbook “Prudent Practices® for Investment Advisors.” Glass Jacobson Investment Advisors, LLC (Glass Jacobson), an affiliate of Glass Jacobson Financial Group, 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. According to the general manager of the Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance that Glass Jacobson has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with those of stakeholders.”
“The CEFEX mark of distinction tangibly demonstrates that our firm is worthy of trust and confidence. It is an honor for us to earn this elite recognition.” JON DINKINS, CPA/PFS, CIMA®, AIF®, CMFC®
Glass Jacobson Investment Advisors, LLC is certified for ERISA plan consulting, investment due diligence, fee benchmarking, 3(38) discretionary and 3(21) non-discretionary advisory services, and investment advisory and wealth management services to high net worth individuals. Glass Jacobson is registered at www.cefex.org, 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 Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the US.
About Glass Jacobson Financial Group:
Glass Jacobson has played a proactive role in building wealth for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation and planning, accounting and audit, strategic business consulting, divorce and litigation support, investment advisory, financial planning and 401k services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your finances and your future.
CEFEX®, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX has offices in Pittsburgh, PA.
Fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. Fi360’s capabilities include professional development, software applications, and research and practice management. Fi360 is the home of the AIF® designation and the Fi360 Toolkit®, and is the parent company of Ann Schleck & Co. and CEFEX. For more information about Fi360, please visit www.Fi360.com.
Is your advisor CEFEX Certified?
Click below to learn how we help our clients build wealth.
Did you enjoy this post? Please share it!
Recent Blog Posts
We Are 5,000 Strong! The Power of Integra InternationalDecember 19, 2019
No, we haven’t merged with anyone and we haven’t been acquired by a large firm. However, Glass Jacobson is a member of Integra International - ...Read More
401(k) Contribution Limits for 2020 | Retirement Account ContributionsDecember 13, 2019
The Internal Revenue Service has updated retirement plan contribution limits for 2020 to benefit taxpayers across the board. The new guidelines affect not just 401(k)s ...Read More
Don’t “Knock” the Backdoor Roth Conversion SolutionDecember 13, 2019
Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long term financial freedom as well as their availability to ...Read More