The Fiduciary Practices describe how an Investment Advisor assumes the responsibility for managing a client's overall investment strategy: deciding on the client's asset allocation, developing the client's investment strategy, implementing the strategy with appropriate Investment Managers, and monitoring the strategy on an ongoing basis.

According to the General Manager of the Centre for Fiduciary Excellence, Carlos Panksep, "Through CEFEX's independent assessment, the certification provides assurance to investors, both institutional and individual, that AMDG has demonstrated adherence to the industry's best fiduciary practices. This indicates that AMDG's interests are aligned with those of investors."

AMDG Financial provides asset management, wealth accumulation and wealth management strategies for individuals and corporations. Steff Chalk, the CEFEX analyst who led the assessment, stated: "AMDG Financial Services is an impressive organization that easily demonstrated its strong adherence to fiduciary process in its client management."

Among the first ten independent Registered Investment Advisers to earn this fiduciary excellence certification, AMDG president Wayne B. Titus III CPA, CISA, AIFA is a fee-only personal financial specialist (PFS) who began as an accountant. He shifted focus from bettering corporations to directly enabling people. In addition to financial advising, he operates a CPA advisory practice. His vision is to impart meaningful financial wisdom and tax advice that enable people to achieve better stewardship for their families and businesses.

The annual fiduciary certification process involves a detailed assessment of operational data and procedures, followed by on-site interviews with key personnel. AMDG is registered at www.cefex.org where its certificate can also be viewed.

The Fiduciary Practices are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), Uniform Prudent Investor Act (UPIA) and the Uniform Management of Public Employee Retirement Systems Act (MPERS) in the U.S.