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.
Rachel Kerswill Joins TCI Wealth AdvisorsFeb 12, 2021
Josh Cohen Joins TCI Wealth AdvisorsDec 17, 2020
TCI Wealth Advisors named as a 2020 Top Firm in ColoradoOct 30, 2020
TCI Wealth Advisors named as 2020 Top-Ranked Financial Advisor in Phoenix & ScottsdaleSep 23, 2020
TCI Wealth Advisors named among RIA Channel’s 2020 Top 100 Wealth ManagersAug 11, 2020
Lily Styrmoe, CFP®, CSRIC™ Featured in Investor’s Business DailyAug 11, 2020
TCI Receives Gallup Exceptional Workplace AwardMar 27, 2020