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.
Financial Advisor Magazine Ranks TCI Among Top RIAs for 2024
Aug 20, 2024Sam Swift, CFA, CFP®, AIF® interviewed on CBS Affiliate, KOLD 13 News
Aug 5, 2024Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
Jun 3, 2024TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024TCI Ranked as Top 2023 Denver-Area Wealth Management Firm
Jan 24, 2024Phoenix Business Journal Ranked TCI Among Largest Wealth Managers in Phoenix
Jan 18, 2024Amy Richardson, CFP®, CWS®, MBA speaks to RIABiz
Jan 3, 2024