I focus 100% of my attention on client goals and making sure they receive A Purpose-Drive Retirement by using our unique approach to building true Wealth.
Atlanta, GA (PRWEB) October 21, 2015
Five Star Professional is pleased to announce Christian Koch, KAMSouth, has been chosen as one of Atlanta’s Five Star Wealth Managers for 2015.
Five Star Professional partnered with Atlanta magazine to recognize a select group of Atlanta-area wealth managers who provide quality services to their clients. Christian Koch is featured, along with other award winners, in a special section of the October issue.
Christian Koch is the best-selling author of two books “Get in the Game” and “Soul of Success.” In his chapter from the book “Get in the Game,” Koch discusses his unique investment approach which is entitled: Follow the Leader: The Idea Investment Strategy. He even gives a few handy tips on how to achieve a tax-free retirement.
“I focus 100% of my attention on client goals and making sure they receive A Purpose-Drive Retirement by using our unique approach to building true Wealth,” says Christian Koch. “Furthermore, after being a multi-year winner of the Atlanta Wealth Manager Award, I realized that the work we are doing here is truly changing lives and should be shared with a wider audience. In fact, I’m proud to say that we’ve help dozens of individuals to reclaim their wealth and retire with true financial independence, without using the conventional one size fits all approach that the majority of financial advisors provide,” says Christian Koch, CEO & President of KAMSouth.
The Five Star Wealth Manager award program is the largest and most widely published 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.
Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve," states Dan Zdon, CEO, Five Star Professional.
Christian Koch’s Five Star award profile can be viewed here.
About the research process:
Now entering its 13th 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. 3,620 Atlanta wealth managers were considered for the award; 546 (16 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.