GAIA Standards

GAIA firms have committed to fiduciary standards well above the limited performance reporting requirements governing today’s investment management industry.

Our standards encompass all aspects of our client relationships from the development of their financial and investment plans and written investment policy statements, to our review and evaluation of their investment portfolios. This includes the ongoing guidance and monitoring of each step of the client’s financial journey.

Clients of GAIA firms can be confident that their advisor will:

Create clarity around life needs, concerns and opportunities
Provide quality, unbiased investment advice
Respect the client’s concerns about risk
Identify efficient ways to reach client goals and reduce costs
Be free of commercial and personal conflicts of interest

GAIA firms believe open, honest communication is the foundation upon which the entire financial planning and wealth management process should be built. It’s important that we understand our clients’ current circumstances and their long-term goals and objectives.

Fiduciary Excellence

The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.

To date, only 127 firms across the globe have achieved this designation.

Every GAIA member firm is required to obtain and maintain CEFEX certification, and at least one individual at each firm must be certified as an accredited investment fiduciary (AIF).

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