Integrated Wealth Management
We have provided wealth management to clients under a fiduciary standard of care for many years, holding ourselves to a superior level of service. As fiduciaries, we are steadfastly committed to acting in the best interest of our clients.
Our firm has been recognized by the Centre for Fiduciary Excellence (CEFEX) among the first of investment advisors globally to complete the CEFEX independent certification process. Relationships built upon trust have always been a critical core value at CCM, and we are honored to be recognized as a CEFEX Certified Advisor in the presence of other firms that have also achieved this certification.
In addition to firm-level certification through the Center for Fiduciary Excellence, CEO Justin Stets, Senior Integrated Wealth Advisor and Director of Operational Excellence Jason Kley, Chief Investment Officer Adam Hoffmann and Director of Retirement Plan Services Cami Peterson have earned the individual designation of Accredited Investment Fiduciary® from fi360. The AIF designation represents a thorough knowledge of and ability to apply fiduciary practices.
In this article, hear from Founder Greg Carlson about what the fiduciary standard means for CCM clients and colleagues.
View important compliance information and details about how we demonstrate our fiduciary responsibilities:
October 18, 2023
CEFEX, the Centre for Fiduciary Excellence, has renewed the certification of Carlson Capital Management.
June 16, 2023
CCM’s take on the new fiduciary rules being discussed and why acting in a client’s best interest has always been one of our core values.
January 10, 2019
Carlson Capital Management has received notification of renewal as a Centre for Fiduciary Excellence (CEFEX) certified Investment Advisor.
November 20, 2017
Carlson Capital Management has received notification of renewal as a Centre for Fiduciary Excellence (CEFEX) certified Investment Advisor, an honor the firm has held for 10 years.