Miller/Russell & Associates has been certified by the Centre for Fiduciary Excellence to the standard "Prudent Practices for Investment Advisors." Miller/Russell is among the first investment advisors globally to successfully complete the independent certification process.
The 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.
Miller/Russell & Associates is a Phoenix-based registered investment advisor providing wealth management and investment consulting services.
Centre for Fiduciary Excellence is an independent certification organization that works with industry experts to provide comprehensive assessment programs to improve fiduciary practices
-Please send On the Move items to Kathy Lynch.