CERTIFIED BY CEFEX.

3rd-party fiduciary due diligence.

CEFEX-certified to put your interests first

In 2016, the Centre for Fiduciary Excellence (CEFEX) completed its initial fiduciary assessment and certification audit of FFH. They evaluated FFH's individual-client and institutional 401(k) plan services against a defined fiduciary standard as set forth in the Prudent Practices for Investment Advisors handbook.

FFH was the 72nd investment firm in the USA to receive CEFEX’s Investment Advisor Certificate (#CFX10319), and as of 2024 FFH is the only CEFEX-certified Investment Adviser in Michigan.

CEFEX certification provides an independent third-party due diligence of FFH's qualification to serve as a professional fiduciary. Continued certification is subject to successful completion of a mandatory annual re-certification audit and peer review.

CEFEX is an an independent global assessment and certification organization. Their audit and certification process is based on ISO 19011 and ISO 17021; standards published by the International Organization for Standardization (ISO). Please refer to our Disclosures for more information.