3D Solutions

Individuals & Families

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Process, Oversight & Governance

Audited Advisory Process

As a CEFEX-certified firm, VisionPoint Advisory Group is committed to adherence to a defined standard.  We are evaluated annually by an outside audit firm on the Prudent Practices for Investment Advisors made up of 21 practices and criteria.  This standard captures the industry’s best practices such as investment due diligence, Investment Policy Statement development and maintenance, and client confidentiality.

We partner with the Centre for Fiduciary Excellence for our process, oversight and governance.

What Will You Make Way For?

It’s important to us that all of our relationships are a good fit. If you have questions before we meet, please contact us below and we’ll get back to you as soon as possible.

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