Local Retirement Management Firm Earns Global Industry Certification of Excellence
Mullica Hill, NJ – Victory Asset Management dba Victory Wealth Partners, a retirement planning and 401K compliance consulting firm, has earned an official 2016 Investment Advisor Certification Validation from Center for Fiduciary Excellence (CEFEX) on May 24, 2016. 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.
Southern New Jersey Financial Management Firm Earns Global Industry Certification of Excellence
Victory Asset Management voluntarily committed their firm to an extensive and rigorous CEFEX audit on May 6, 2016. The audit included a comprehensive review by CEFEX analysts to determine their implementation of best industry practices defined by the International Organization for Standardization (ISO)/ IEC F1021 3rd party assessment.
“Victory Asset Management is proud to have both our investment management and 401K process, procedures, and protocols meet the global fiduciary standards set by CEFEX,” said Ashley Rosser, Principle, Victory Asset Management Company.
The CEFEX review team then presents their final assessment package of Victory Assessment Management to an independent CEFEX Registration Committee (CRC) for review, acceptance, and final verification. Victory Asset Management earned their official 2016 Investment Advisor Certification Validation #10310 on May 24, 2016. As per CEFEX certification standards, Victory Asset Management agreed to a post-assessment to review and confirm continual adherence.
ABOUT VICTORY ASSET MANAGEMENT
Victory Asset Management Co., Inc. dba Victory Wealth Partners is a 401k compliance consulting and ERISA 3(21) and 3(38) advisory consulting firm, that began successful operation in 1978 under the auspices of Bud Verfaillie, a seasoned entrepreneur and New Jersey native.
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
ISO is an independent, non-governmental international organization with a membership of 161 national standards bodies. Through its members, it brings together experts to share knowledge and develop voluntary, consensus-based, market relevant international standards that support innovation and provide solutions to global challenges. The ISO has published more than 21,000 International Standards and related documents, covering almost every industry, from technology, to food safety, to agriculture and healthcare. Their Central Secretariat is based in Geneva, Switzerland.