Fiduciary
Marking Our Seventeenth Year of Fiduciary Excellence
November 11, 2024
The Centre for Fiduciary Excellence has renewed CCM's certification for the 17th straight year. CEFEX certification demonstrates our commitment to the highest fiduciary standard.
CCM Receives CEFEX Certification for the Sixteenth Year
October 18, 2023
CEFEX, the Centre for Fiduciary Excellence, has renewed the certification of Carlson Capital Management.
What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
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.
CEFEX Renews CCM Certification for Fiduciary Excellence
January 10, 2019
Carlson Capital Management has received notification of renewal as a Centre for Fiduciary Excellence (CEFEX) certified Investment Advisor.
CCM Celebrates Ten Years of CEFEX Certification
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.
Beyond the Fiduciary Standard in Portfolio Management
July 18, 2017
CCM is firmly grounded in the fiduciary standard of care, a core tenet of which is matching the right solution with what is best for each individual client.
CEFEX (VIDEO)
April 28, 2017
What does it mean to be CEFEX-certified? An overview of what it means and why it’s important when you’re seeking a financial advisor.