MULLICA HILL -- Victory Asset Management (doing business as Victory Fiduciary Consulting), a retirement planning and 401K compliance consulting firm, earned an official 2016 Investment Advisor Certification Validation from Center for Fiduciary Excellence (CEFEX) on May 24. CEFEX is the global financial industry standard of fiduciary audit and compliance review best practices.
"We are extremely honored to have earned an Investment Advisor Certification Validation from CEFEX, thereby lending industry credence to our nearly 40-year institutional business philosophy to deliver the highest level of responsible, retirement planning with a personal customer service orientation to our clients," said Bud Verfaille, CEO, Victory Asset Management Company.
Victory Asset Management is one of only three firms in the Delaware Valley to earn a 2016 CEFEX certification, and the only retirement planning firm in the State of New Jersey to earn the prestigious Investment Advisor Certification Validation.
Victory Asset Management voluntarily committed their firm to an extensive and rigorous CEFEX audit on May 6. The audit included a comprehensive review by CEFEX analysts to determine their implementation of best industry practices defined by the International Organization for Standardization.
The CEFEX review team then presents their final assessment package of Victory Assessment Management to an independent CEFEX Registration Committee for review, acceptance, and final verification. As per CEFEX certification standards, Victory Asset Management agreed to a post-assessment to review and confirm continual adherence.
This item submitted by Victory Fiduciary Consulting.