“I’m so pleased to be honored by Barron’s, a publication I greatly respect”, Michael Yoshikami, CEO stated in response to be named to this prestigious list for 8 years in a row.
Walnut Creek, CA (PRWEB) August 29, 2016
Michael Yoshikami has been named on the “Top 100 Independent Advisors” US list for the eighth consecutive year and the only East Bay firm to receive this designation. The Barron’s rankings are based on assets under management, revenues the investment advisors generate for their firm and the quality of their practices. The Barron’s award is not indicative of Destination Wealth Management future performance.
“I’m so pleased to be honored by Barron’s, a publication I greatly respect,” Michael Yoshikami, CEO stated in response to be named to this prestigious list for 8 years in a row.
Yoshikami oversees all investment and research activities of the company on a daily basis and is actively engaged in the firm's securities analysis activities as well as in determining the macro tactical asset allocation weightings for client portfolios. He works with Destination Wealth Management's investment team in integrating behavioral investing strategies with risk assessment, probability analysis, and the allocation of assets based on macro themes.
“Today’s economic environment is one of constant change. Our goal is to help our clients navigate through uncertainties and help them make sense of what’s going on,” says Yoshikami, who has over 25 years of experience in the investment management and financial planning field. “This award gives recognition to our dedication to our efforts to assist our clients’ in moving toward their financial goals,” says Yoshikami, who is also the Chairman of the Investment Policy Committee at Destination Wealth Management.
Yoshikami provides investment commentary for CNBC U.S., Europe and Asia. He regularly provides commentary to Reuters, Dow Jones, the Wall Street Journal, and other publications. He is also author of “Your Money, Your Future.”
For more information, please contact Susan Jung at susan(at)destinationwm(dot)com or visit the Destination Wealth Management website. You can also follow DWM on their Linkedin, Facebook Page or Twitter.