TRIBAL LEADERS HAVE A FIDUCIARY RESPONSIBILITY TO SERVE THEIR COMMUNITIES AND TO PLACE THE GOALS OF THE COMMUNITY ABOVE THEMSELVES. SIA SHARES IN THAT FIDUCIARY DUTY AND ASSISTS CLIENTS IN MEETING THEIR LEADERSHIP RESPONSIBILITIES.
Sovereign Investment Advisors is a 100% native-owned firm, and one of the few investment advisors nationally, to earn fiduciary certification from the Centre of Fiduciary Excellence (CEFEX).
CEFEX Certification serves as a public testament to our commitment to serving in our clients’ best interests. Read more about how the benefit of working with a CEFEX certified advisor by clickinghere.
“Through CEFEX’s independent assessment, the certification provides assurance to investors that
SOVEREIGN INVESTMENT ADVISORS
has demonstrated adherence to the industry’s best fiduciary practices. The certification, which must be earned annually, verifies that an organization is using fiduciary best practices in the investment process they apply to manage their client's assets.”
— Carlos Panksep, General Manager of the Centre for Fiduciary Excellence.
What does it mean for an advisor to be CEFEX certified?
Watch Video – click here