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.
Bob Swift Interviewed by ThinkAdvisorJun 21, 2023
Sam Swift, CFA, CFP®, AIF® Mentioned in AZ Big MediaFeb 27, 2023
Scott Bennett, CFP® speaks to CardRates.comJan 23, 2023
TCI Recognized as top RIA firm by Financial Advisor in 2022Jul 28, 2022
Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in PhoenixMay 25, 2022
Two Advisors Join TCI Wealth AdvisorsApr 8, 2022
Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial PlanningFeb 7, 2022