Press Release

Titletown Wealth Management is Certified for Fiduciary Excellence

Issued by Centre for Fiduciary Excellence [CEFEX]

Feb. 12, 2019

The standard describes how an Investment Advisor assumes the responsibility for managing a client's overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices 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 that Titletown has demonstrated adherence to the industry's best fiduciary practices. This indicates the firm's interests are aligned with investors."

Titletown Wealth Management is certified for wealth management for individuals, families & trusts serving as an investment advisor representative of Woodbury Financial Services, Inc. Titletown is registered at www.cefex.org, where its certificate can also be viewed.

"We felt it was very important to earn our CEFEX Certification as a firm to ensure us and our clients that we are consistently following the best fiduciary disciplines and practices," stated Gary T. Brewton, CFP®, AIF®, QPFC, Managing Partner & Wealth Advisor, Titletown Wealth Management.

The standard is substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S.

A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Titletown's on-line CEFEX certificate. More information about Titletown Wealth Management is available at www.titletownwm.com.

About CEFEX®:
CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Connect to CEFEX via Twitter or LinkedIn.

About Fi360®:
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit^TM and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com via Twitter or on LinkedIn

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