Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence

Glass Jacobson joins the elite group of investment advisors to successfully complete the independent CEFEX certification process.

Glass Jacobson is Certified for Fiduciary Excellence

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC in Owings Mills, Maryland to the standard described in the handbook “Prudent Practices® for Investment Advisors.” Glass Jacobson Investment Advisors, LLC (Glass Jacobson), an affiliate of Glass Jacobson Financial Group, joins the elite group of investment advisors to successfully complete the independent certification process.

The standard describes how an investment advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring, and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices. According to the general manager of the Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance that Glass Jacobson has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with those of stakeholders.”

Jonathan Dinkins, managing director at Glass Jacobson, stated, “CEFEX certifies top financial services firms to publicly verify and recognize them for their fiduciary excellence. The CEFEX mark of distinction tangibly demonstrates that our firm is worthy of trust and confidence. It is an honor for us to earn this elite recognition.”

Glass Jacobson Investment Advisors, LLC is certified for ERISA plan consulting, investment due diligence, fee benchmarking, 3(38) discretionary and 3(21) non-discretionary advisory services, and investment advisory and wealth management services to high net worth individuals. Glass Jacobson is registered at www.cefex.org, where its certificate can also be viewed.

The standard is substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the US. 

A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Glass Jacobson’s on-line CEFEX certificate.  More information about Glass Jacobson Investment Advisors, LLC is available at www.glassjacobson.com

About Glass Jacobson Financial Group:

Glass Jacobson has played a proactive role in building wealth for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation and planning, accounting and audit, strategic business consulting, divorce and litigation support, investment advisory, financial planning and 401k services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your finances and your future.

About CEFEX®:

CEFEX®, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization.  CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers.  CEFEX has offices in Pittsburgh, PA.

About Fi360®:

Fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. Fi360’s capabilities include professional development, software applications, and research and practice management. Fi360 is the home of the AIF® designation and the Fi360 Toolkit®, and is the parent company of Ann Schleck & Co. and CEFEX. For more information about Fi360, please visit www.Fi360.com.

Media Contact: 
Austin Abell 
Phone: 410-356-1000
Email: austin.abell@glassjacobson.com

Source: Glass Jacobson Financial Group

Share:


Categories: Investments, Retirement and Estate Planning, Financial and Insurance Services, Banking, Finance, Insurance

Tags: 401k plan advisor, baltimore financial advisor, baltimore financial planner, fiduciary maryland, financial advisor, financial planner


Additional Images

About Glass Jacobson Financial Group

View Website

Wealth builders for entrepreneurs and their businesses for over 50 years. Accounting, tax, consulting, & financial services in Maryland, DC, and Northern Virginia.

Austin Abell
Austin Abell
Director of Marketing and Technology, Glass Jacobson Financial Group
Glass Jacobson Financial Group
10711 Red Run Blvd (Suite 101)
Owings Mills, MD 21117
United States