Hardy Reed Continues to be Recognized for Fiduciary Excellence

TUPELO, Miss., Dec. 13, 2017 -- Hardy Reed, LLC, an independent, SEC Registered Investment adviser, fiduciary consulting and retirement plan services firm, has once again been recognized by the Centre for Fiduciary Excellence (CEFEX®) with an Investment Advisor Certification. This is the seventh consecutive year Hardy Reed has received the certification. The independent CEFEX Investment Advisor Certification demonstrates Hardy Reed’s adherence to a set of fiduciary best practices known as the Global Fiduciary Standard of Excellence.  Hardy Reed’s accomplishment is published in the directory of Registered Firms on the CEFEX website www.cefex.org where its certificate can be viewed.

“We are pleased to be awarded our CEFEX Certification for the seventh consecutive year,” said Ken Mathis, COO of Hardy Reed. “CEFEX is a global assessment and certification organization with a mission to promote fiduciary best practices. We believe our CEFEX Certification clearly underscores our commitment to being a leader in providing affluent families, retirement plan sponsors and foundation boards with independent, objective fiduciary guidance using fiduciary best practices based on the Global Fiduciary Standard of Excellence.”

According to CEFEX, Hardy Reed, LLC was one of the first firms globally to receive CEFEX Certification. Hardy Reed received CEFEX® certification as an Investment Advisor for its services to nonprofits, ERISA defined benefit & defined contribution plans, 403(b) plans, non-qualified plans, personal trusts, and high net worth individuals.

The CEFEX assessment process is based on the ISO 19011 audit standard, an internationally recognized standard for testing process management systems. The assessment methodology is based on statutes, case law, regulations and regulatory guidance. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee comprised of independent fiduciary experts to ensure impartiality and consistency.

About Hardy Reed

Hardy Reed, LLC is an independent, SEC Registered Investment Adviser, fiduciary consulting, and retirement plan services firm. Its team of professionals provides objective fiduciary guidance to high net worth families, institutions such as endowments and foundations, and retirement plans throughout the United States.

For more information on Hardy Reed, please visit www.hardyreed.com.

About CEFEX

CEFEX, Centre for Fiduciary Excellence, LLC, 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, record-keepers, administrators, and managers. CEFEX has offices in Toronto, Canada, and Pittsburgh, PA. 

For more information on CEFEX, please visit www.cefex.org.

Contact Information
     Contact:
     Ken Mathis
T: (662) 823-4722
E: [email protected]

This certificate has been awarded following the successful completion of an assessment to the standard shown above. It does not address all of the products/services provided by the firm. The terms and conditions governing the issuance of this certificate are contained in the Agreement between CEFEX and the firm. This certificate is the property of CEFEX, is valid for one year from the date of current registration shown above, and can be renewed annually.