Our clients can take comfort in knowing that we seek independent evaluation, in addition to meeting the laws and regulations that govern all registered investment advisers in the U.S.
Plymouth, MI (PRWEB) June 30, 2014
AMDG Financial Advisory Services, LLC, a fee-only registered investment advisory firm, announced that it received the CEFEX Fiduciary Certificate of Registration for the eighth consecutive year, effective May 9, 2014. CEFEX awarded the certification renewal after conducting a fiduciary assessment of AMDG Financial, which found that the firm conformed to all practices and criteria defined in the Prudent Practices for Investment Advisors (U.S. Edition) handbook by fi360.
The assessment, conducted by an independent analyst, consisted of a review of AMDG Financial’s written records, interviews with appropriate personnel, and a review of evidence supporting AMDG Financial’s actions in providing services to clients.
Wayne Titus, CPA, PFS, AIFA®, president of AMDG Financial, said, “Because our firm is committed to providing clients with the highest standard of fiduciary care, we feel it’s important to maintain AMDG Financial’s standing with CEFEX each year. Our clients can take comfort in knowing that we seek independent evaluation, in addition to meeting the laws and regulations that govern all registered investment advisers in the U.S.” Titus founded AMDG Financial as a fee-only practice in 2002, providing integrated tax, financial and investment strategies to families and small businesses. The company’s credo is, “From financial wisdom, better stewardship.”
About AMDG Financial
AMDG Financial (http://www.amdgservices.com) is a fee-only fiduciary registered investment adviser (RIA) in Plymouth, Michigan. The firm manages approximately $75million in assets for clients. AMDG Financial was one of the first 10 firms globally to be certified by the Center for Fiduciary Excellence (http://www.cefex.org) as following global best practices for investment adviser fiduciaries.