NORTHFIELD, MINN. (October 18, 2023) — CEFEX, the Centre for Fiduciary Excellence, has renewed the certification of Carlson Capital Management, affirming that the firm adheres to the highest fiduciary standard—acting in clients’ best interests. For the past 16 years, CCM has been awarded CEFEX certification, making it part of an elite group of global investment advisory firms. Its issuance reflects CCM’s dedication to adhering to industry best practices and commitment to continual improvement—key elements of Carlson Capital Management’s client experience.
Read more about how we view our fiduciary responsibility in Founder and CEO Greg Carlson’s article What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing.
NOTE: The information provided in this article is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional adviser familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.
