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 CEO Sam Swift, CFA, CFP®, AIF® Guests on The Behavioral Divide Podcast
Apr 30, 2025Michael Preis, CFA, TCI’s CIO, Speaks to Citywire RIA About Joining Firm
Apr 22, 2025Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in The Arizona Republic
Apr 17, 2025Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in USA Today
Mar 10, 2025Scott Bennett, CFP® Featured in Tucson Lifestyle Magazine
Nov 13, 2024TCI Named Top 100 Firm in U.S. by Barron’s
Sep 25, 2024Financial Advisor Magazine Ranks TCI Among Top RIAs for 2024
Aug 20, 2024