Fiduciary Excellence Certification

In 2023, Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher Investments 401(k) Solutions earned the CEFEX® certification following an independent assessment of the firm's investment management processes, investment strategy implementation and other practices demonstrating adherence to the highest fiduciary standards. Fisher Investments 401(k) Solutions joins an elite group of firms to have successfully completed the CEFEX® certification.

Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification. Fisher Investments pays a fee which covers administration costs and results analysis.