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.
Happy 2019!Jan 2, 2019
Putting the Market downturn in ContextDec 21, 2018
Planning for the WorstOct 29, 2018
Fall 2018 NewsletterOct 22, 2018
Summer 2018 NewsletterAug 17, 2018
Justin Thomas, CFP® Featured in Cyclocross MagazineAug 13, 2018
TCI Recognized as top RIA firm by Financial Advisor magazineJul 16, 2018