COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
We’re pleased to announce that Beaird Harris has successfully completed the most rigorous fiduciary certification process in the entire investment management industry, again!
The Centre for Fiduciary Excellence, also known as “CEFEX,” is an independent organization that certifies an advisor’s adherence to the highest fiduciary standards in the industry.
In 2007, we were one of the very first Investment Advisors in the country to successfully complete the certification process, and we’re pleased to report that for the 10th consecutive year, Beaird Harris has once again earned this certification through CEFEX’s independent audit.
In practical terms, a fiduciary relationship represents the highest standard of care. This achievement is indicative of Beaird Harris’s continuing commitment to act as a fiduciary for the benefit of our clients, putting their interests ahead of our own. While the vast majority of brokers and advisors fail to meet fiduciary standards, we have been honored to serve our clients in a fiduciary capacity since our founding in 1996.
To learn more about Bearid Harris’s fiduciary approach and what makes us different from other “advisors” in the industry be sure to check out our new short video titled A Unique Approach to Wealth Management or our position paper titled Fiduciary Matters: Relationships of Trust.
For information on this designation, please visit www.cefex.org.
Disclosure: The Centre for Fiduciary Excellence, LLC. is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors and managers. CEFEX certifications help determine trustworthiness of investment fiduciaries. Beaird Harris Wealth Management, Inc. obtained its CEFEX certification in 2007, and has renewed each year since. In order to achieve certification, Beaird Harris Wealth Management, Inc. pays an annual assessment fee of approximately $5,000. These fees are a requirement for certification and cover the cost of the independent audit. The fees paid do not have any bearing on the outcome of the assessment. For more information on CEFEX, please visit the www.cefex.org.
We’ll help you get started and learn more about Beaird Harris.
12221 Merit Drive, Suite 750 Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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