NORTHFIELD, MINN. (January 10, 2019) — 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, CCM is honored to have received certification for 11 consecutive years.
"Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that CCM has demonstrated adherence to the industry’s best fiduciary practices." -General Manager of CEFEX, Carlos Panksep
For more about CCM’s on-going commitment to fiduciary standards, please visit the firm’s Fiduciary Standards web page which 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.