Ethel J. Davis of VZD Capital Management LLC Wins 2016 Five Star Wealth Manager Award

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Ethel J. Davis accomplishes what only a small percentage of wealth managers in the Kansas City area have achieved.

Ethel J. Davis

This award goes to my parents, family, friends and clients who believe that faith, determination and passion are the key ingredients for a purpose-driven life

Five Star Professional is pleased to announce Ethel J. Davis, VZD Capital Management LLC, has been chosen as one of Kansas City’s Five Star Wealth Managers for 2016.

Five Star Professional partnered with KC Magazine to recognize a select group of Kansas City-area wealth managers who provide quality services to their clients. Ethel will be featured, along with other award winners, in a special section of the January issue.

“VZD Capital Management, LLC is a registered investment advisory firm based in Leawood, Kansas. The firm was founded in 2012 on the strong foundational principles of fairness and integrity. VZD is a small, independent and private firm, for we value the independence, flexibility and ability to make difficult decisions that benefit the clients without interference from a biased culture that so many larger firms face,” says Ethel.

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“This award is very important to me because it represents financial professionals who believe in providing exceptional results consistently without sacrificing integrity or ethics. I have been tried, tested and even burden with doubt from naysayers, yet I have proven that cutting corners was not an option,” Ethel states. “This honor has shown me how strong and resilient one can be given the right circumstances. This award goes to my parents, family, friends and clients who believe that faith, determination and passion are the key ingredients for a purpose-driven life.”

“It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are with a deep knowledge of their industry and care for their clients,” says Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.

Ethel J. Davis’s Five Star award profile can be viewed here.

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self-nominations are not accepted, and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 880 Kansas City wealth managers were considered for the award; 216 (25 percent of candidates) were named Five Star Wealth Managers.

*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

For research methodology information visit http://www.fivestarprofessional.com.

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Ethel J. Davis
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