Hardy Reed, LLC Employee Directory

Financial ServicesMississippi, United States11-50 Employees

Hardy Reed is a CEFEX Certified, independent, fee only, SEC registered wealth management, fiduciary consultant and retirement plan services firm providing - Objective Fiduciary Guidance. Our team of investment advisory, fiduciary consulting, and retirement plan services professionals provides objective guidance to successful families, institutions such as endowments and foundations, and retirement plan administrators. Hardy Reed has earned the Centre for Fiduciary Excellence (CEFEX) Certification. According to CEFEX, "Hardy Reed is among the first Investment Advisors globally to successfully complete the independent certification process. Through CEFEX's independent assessment, the certification provides assurance to investors that Hardy Reed has demonstrated adherence to the industry's best fiduciary practices. This indicates that Hardy Reed's interests are aligned with those of investors."​ The Retirement Plan Services Division provides consulting services to Retirement Plan Sponsors assisting them with their plan fiduciary governance including plan fee benchmarking, investment, and service provider selection and monitoring. Hardy Reed's Fiduciary Assessment provides evidence of how well an investment steward demonstrates organizational conformity with the Global Standards of Fiduciary Excellence as established by the Center for Fiduciary Studies.

Sign up for free to view info

Company overview Email format