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About Fi360

Affiliates & International Partners

Ann Schleck & Co. 

Ann Schleck & Co., LLC is an independent consulting firm providing business strategy, sales, client retention and product development services, as well as industry research to retirement providers, fund companies, advisors and consultants.

Visit the Ann Schleck & Co. website

CEFEX

For any type of fiduciary organization, being able to demonstrate your conformance to the highest fiduciary standard of excellence is both a valuable compliance and marketing tool. For this reason, Fi360 helped create CEFEX, the Center for Fiduciary Excellence. CEFEX’s mission is to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX assessments help the public determine the trustworthiness of its investment fiduciaries.

To learn more about fiduciary assessments and CEFEX, visit the CEFEX website.

 

Fi360 Pacific

The Prudent Practices are relevant to fiduciaries and those that work with fiduciaries everywhere, not just in the United States. A growing interest in introducing the Practices to various countries with advanced markets has led to an active Fi360 international presence.

To learn more about Fi360 Training, Tools, and Resources in the Pacific region, including legally-substantiated, country-specific handbooks for New Zealand and Australia, please visit the Fi360 Pacific website

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