NORTHFIELD, MINN. (November 20, 2017) – Carlson Capital Management (CCM) announced today that they have received notification of renewal as a Centre for Fiduciary Excellence (CEFEX) certified Investment Advisor. As one of the first firms in the country to be certified by CEFEX, this past summer CCM was honored to receive recognition of 10 years of certification at Fi360’s annual conference.
“Client trust is not granted. It is earned. And, we earn that trust when our words, recommendations and actions are in complete alignment with the client’s best interests. Further, the fiduciary standard of care that we, at CCM adhere to, is documented and independently audited every year by the Centre for Fiduciary Studies.” stated Justin Stets, AIF®, CCM President and Chief Compliance Officer.
For more about CCM’s on-going commitment to fiduciary standards, please visit CCM’s Fiduciary Standards web page which also includes a short video on what it means to work with a CEFEX-certified firm.
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.