“I’m humbled to be honored by Barron’s. This is a publication I greatly respect and being included in this list is meaningful to me.”
Walnut Creek, CA (PRWEB) October 02, 2017
Barron’s announced on Friday, September 15, 2017 the Top 100 Independent Advisors rankings. “…several other advisors made impressive moves this year, including first-time Top 10 advisors Ted Neild of Gresham Partners and Michael Yoshikami of Destination Wealth Management.”
Michael Yoshikami has been named on the “Top 100 Independent Advisors” US list for the ninth 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’s (DWM) future performance.
“I’m humbled to be honored by Barron’s. This is a publication I greatly respect and being included in this list is meaningful to me.” Michael Yoshikami, CEO of DWM stated in response to this announcement.
Yoshikami oversees all daily investment and research activities of the company 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 DWM’s investment team in integrating behavioral investing strategies with risk assessment, probability analysis, and the allocation of assets based on macro themes.
“It’s a difficult environment to be sure. We do our best every day to help those who we work with make sense of world we live in as it relates to investment strategy. It’s our passion to be there for our clients as their trusted resource,” says Yoshikami, who is also the Chairman of the Investment Policy Committee at DWM.
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 the author of “Your Money, Your Future” available on Amazon.
About Destination Wealth Management:
DWM is a San Francisco Bay Area-based independent money management firm that provides fee-based wealth management services to institutional investors and individual investors. Founded in 1986, the firm works with clients around the world. Its total client assets under management are $1,851,436,276 as of 12/31/16.
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.
Michael Yoshikami was included in Barron’s 2017 “Top 100 Independent Advisors” list. The criteria for ranking reflects assets under management, revenue that the advisors generate for their firms, and the quality of the advisor’s practices. Investment performance is not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of advisors’ clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Mr. Yoshikami was nominated for inclusion in the list. There are over 100 nominations, but only 100 published ranking spots. Barron’s uses a proprietary method to rank advisors based on the criteria above. Destination Wealth Management provides this data to Barron’s in the form of a survey response. Initial ranking is done by Barron’s; publicly available data is verified by Barron’s via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No payment was required for nomination or inclusion in the ranking. After receiving notice of inclusion in the top 100 ranking list, Destination Wealth Management (DWM) paid Dow Jones & Company for glossy reprints of the piece; DWM also paid Dow Jones through RightsLink for permission to link to a Dow Jones WebReprint to our corporate website. No organizational memberships were required of DWM or individuals. Ranking on this list is not representative of any one client's experience and is not indicative of DWM’s future performance. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.