Fisher Retirement Solutions Awarded Fiduciary Excellence Certification

In 2024, Fisher Retirement Solutions, LLC was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher earned the CEFEX® certification following an independent assessment of the firm's investment management processes, investment strategy implementation and other practices demonstrating adherence to the highest fiduciary standards. Fisher joins an elite group of firms to have successfully completed the CEFEX® certification.


Fisher is proud to have CEFEX® certification, which affirms our commitment to putting clients' interest first and adherence to industry best practices. We believe this independent verification helps validate our value and helps you further demonstrate your prudent process in evaluating service providers. Fisher pays a fee which covers administration costs and results analysis. This award was received on November 23, 2024, and is based on data from November 23, 2023 – November 23, 2024. You can find CEFEX's® Independent Assessment Report here. The Centre for Fiduciary Excellence (CEFEX®) is an independent organization that certifies financial services firms and investment managers that meet globally recognized standards of fiduciary conduct and investment stewardship. CEFEX®-certified firms undergo annual assessments of investment management processes, investment strategy implementation and other practices demonstrating adherence to the highest fiduciary standards.