CapGroup is one of the few RIAs in the United States to earn the CEFEX honor and certification.
As a CapGroup client, you will experience a level of service and investment diligence that exceeds your expectations. To that end, we sought third party verification of our fiduciary best practices: our CEFEX Certification as an Investment Advisor supports our commitment to excellence.
The Centre for Fiduciary Excellence (CEFEX) is an independent organization offering an assessment and certification process designed to help investors worldwide evaluate advisory firms. The CEFEX assessment process verifies advisors’ consistent employment of specific best practices, and certifies those groups or individuals who showcase a commitment to excellence while conducting fiduciary responsibilities.