Savant certified for fiduciary excellence
DOWNERS GROVE -- The Centre for Fiduciary Excellence LLC has renewed Savant Capital Management's certification to the standard described in the handbook "Prudent Practices for Investment Advisors."
It is the 12th consecutive year of certification for Savant, and it was among the first investment advisors to successfully complete the independent certification process.
The CEFEX 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 on an ongoing basis.
"Savant proudly adheres to a standard representing the best practices in our industry and always putting our clients first," said Brent Brodeski, CEO of Savant. "Having a prestigious organization such as CEFEX certify our firm's services further validates our ongoing commitment to living our mission of empowering individuals, families, and institutions to achieve their life and financial goals."
Headquartered in Rockford, Savant Capital Management has suburban locations in Downers Grove, Hoffman Estates, Naperville, St. Charles and Wilmette,