English Spanish

Wabash Capital has received certification by the Centre for Fiduciary Excellence (CEFEX) for providing comprehensive fiduciary advice to foundations and endowments.  Our clients include churches, private schools, community foundations and other not-for-profits as we serve the various committees and boards charged with overseeing the savings of these private institutions.

We recognize that individual board members serving these various organizations are acting as fiduciaries, and our objective is to help them fulfill their obligations by providing advice and services consistent with the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

In This Section


cefexlogoWabash Capital has been awarded the Investment Advisor Certification from the Center for Fiduciary Excellence.
View Certificate
View Legal Opinion
View Public Certification Report


Learn more about Wabash Capital

Fiduciary & Investment Services