Sovereign Investment Advisors, LLC ("SIA") works exclusively with tribal governments, tribal enterprises and non-profit organizations with a tribally-specific mission. We understand that establishing trust with our clients is paramount, and we achieve this through consistent processes, transparency and accountability.
Our entire firm structure and related investment activities are governed by the best practices defined in the Global Fiduciary Standard of Excellence. To ensure ongoing compliance with this Standard, SIA undergoes an independent third party audit on an annual basis. Sovereign Investment Advisors is one of the elite registered investment advisors in the world to achieve fiduciary certification by the Centre of Fiduciary Excellence (CEFEX). This certification serves as a public testament to our commitment to serving our clients’ best interests. It also provides a framework for the governance of our internal processes as well as the ongoing management of client assets. Additional information related to CEFEX and our firm Certification can be found at www.cefex.org.
The process and criteria required for SIA to obtain and renew the certification each year, can be found by clicking here.
Our clients benefit from SIA’s CEFEX certification because it independently affirms that we follow a prudent investment process. In essence, you are hiring a firm you can trust, giving you peace of mind and assurance.
Read more about how clients benefit from their advisor’s CEFEX certification by clicking here