NORTHBROOK, Ill.--(BUSINESS WIRE)--IRON Financial, LLC announced today that it has been certified for fiduciary excellence by CEFEX, the Centre for Fiduciary Excellence, LLC.
IRON is among the first investment managers globally to successfully complete the independent CEFEX Fiduciary Assessment. The assessment certified IRON’s Discretionary Investment and ERISA 3(38) Investment Advisory Services for ERISA Defined Contribution and Defined Benefit Plans.
“We are pleased to receive this notable certification, recognizing our commitment as an investment advisor to maintaining best practices as a truly independent fiduciary,” said Dick Friedman, Managing Director, Corporate Retirement Services, IRON Financial. “This recognition is indicative of the quality of our offering and dedication to meeting the needs of plan sponsors and participants.”
As a certifying organization, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.
About IRON Financial
IRON Financial is an asset manager serving a diverse universe of private investors and institutions. We manage investment portfolios across both core and alternative asset classes, as well as providing comprehensive solutions to the qualified retirement plan marketplace. Founded in 1994, IRON’s mission is to provide investment strategies that help mitigate risk, generate attractive relative returns, and help financial intermediaries, foundations, and institutions preserve and grow capital. For more information, please visit www.ironfinancial.com.
About the Centre for Fiduciary Excellence, LLC
CEFEX, Centre for Fiduciary Excellence, LLC is an independent certification organization. It works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX has offices in Toronto, Canada and Pittsburgh, PA. For more information, visit www.cefex.org.