Consulting and Management Services

Employees cannot focus on productivity and innovation if they’re worried about their retirement. At Hardy|Reed they know that.

As Accredited Investment Fiduciary Analysts™, Hardy|Reed retirement plan consultants bring over 50 years of combined knowledge of both prudent investment processes and assessment principles to the oversight of each clients portfolio. These qualifications are becoming increasingly desirable and are in demand by both the industry and regulators.They understand the unique challenges employers face and have developed their service offerings to address those challenges. Their AIF designations allow them to conduct third-party objective fiduciary assessments that help determine the effectiveness of investment decision-making processes.

AIFA designees' primary function is to perform, or assist in, assessments of an investment steward's conformance to a Global Standards or Fiduciary Excellence. They possess both the ability and knowledge to advise clients of deficiencies in investment processes. It is also the required designation to perform a CEFEX fiduciary certification; the independent recognition of a fiduciary's conformity to fiduciary practices and criteria.