I like working with clients that really need my assistance in managing their assets. I wanted to help people invest their money the same way that I invested mine.
Bonita Springs, FL (PRWEB) January 29, 2016
Five Star Professional is pleased to announce Keith Moored, Twenty First Investors, has been chosen as one of Gulfshore’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Gulfshore Life to recognize a select group of Gulfshore-area wealth managers who provide quality services to their clients. Keith Moored will be featured, along with other award winners, in a special section of the March issue.
“Twenty First Investors, an investment management company with Fidelity Institutional as the custodian, is located in Bonita Springs. It was founded in 1992 and has a branch office in Virginia. I am the lead advisor in a practice that specializes in asset allocation using ETFs, mutual funds and common stocks,” says Keith.
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.
It is meaningful to receive this recognition, especially since it integrates feedback from my peers in Southwest Florida. I like working with clients that really need my assistance in managing their assets. I wanted to help people invest their money the same way that I invested mine,” explains Keith.
“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,” stated Dan Zdon, CEO, Five Star Professional.
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 five 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. 426 Gulfshore wealth managers were considered for the award; 128 (31 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.