The CEFEX Seal of Excellence: In an era of financial industry scandals, confidence in your advisor is more important than ever. It is our mission to provide our Clients the highest possible levels of fiduciary governance in the management of their investment funds, and our services are centered on the investment best practices set forth in the Global Fiduciary Standard of Excellence (the Standard). Read more...
Patricia A. Evans - Client Services Administrator
804-565-9276 | pevans@thecapgroup.com
Sam Lawson - Client Services Administrator
804-565-9274 | slawson@thecapgroup
Cathie S. Thomas - Client Services Administrator
804-565-9287 | cthomas@thecapgroup.com
April Davis-Jokinen - Client Services Administrator
804-565-9281 | ajokinen@thecapgroup.com
