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.
Sam Swift, CFA, CFP®, AIF® Mentioned in AZ Big Media
Feb 27, 2023Scott Bennett, CFP® speaks to CardRates.com
Jan 23, 2023TCI Recognized as top RIA firm by Financial Advisor in 2022
Jul 28, 2022Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
May 25, 2022Two Advisors Join TCI Wealth Advisors
Apr 8, 2022Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial Planning
Feb 7, 2022TCI Wealth Advisors named as 2021 Top-Ranked Financial Advisor in Phoenix & Scottsdale
Jan 25, 2022