Integrated Wealth Management
Fiduciary Standards
Integrity. Trust. Care.
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.
Fiduciary Financial Advisors
CEFEX Certification
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.
Accredited Investment Fiduciary® Designation
In addition to firm-level certification through the Center for Fiduciary Excellence, President 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.
Thought Leadership
What the Fiduciary Rule and Telling the Truth Have in Common—And Why Both Are So Freeing
In this article, hear from Founder and CEO Greg Carlson about what the fiduciary standard means for CCM clients and colleagues.
Compliance Information
View important compliance information and details about how we demonstrate our fiduciary responsibilities:
Insights See all
What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
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
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
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
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.
Get in Touch
Start a conversation or learn more about how we operate with a fiduciary standard of care by requesting a conversation today!