TCI has received the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX is an independent organization that provides a rigorous systematic assessment to ensure a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. The certification process, and the annual renewal process to maintain certification, demonstrates the fiduciary excellence of a firm and fosters a culture of continuous improvement.
At TCI we have always acted as a fiduciary and put clients’ interests first. The accreditation assures our clients that we hold ourselves to the highest standards and we enthusiastically embrace the fiduciary standard.
TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024TCI Ranked as Top 2023 Denver-Area Wealth Management Firm
Jan 24, 2024Phoenix Business Journal Ranked TCI Among Largest Wealth Managers in Phoenix
Jan 18, 2024Amy Richardson, CFP®, CWS®, MBA speaks to RIABiz
Jan 3, 2024Bob Swift Interviewed by ThinkAdvisor
Jun 21, 2023Sam Swift, CFA, CFP®, AIF® Mentioned in AZ Big Media
Feb 27, 2023Scott Bennett, CFP® speaks to CardRates.com
Jan 23, 2023