I am honored, grateful and humbled to receive this award. I have served in the financial services industry for over fifteen years.
Rockville, MD (PRWEB) December 16, 2016
Five Star Professional is pleased to announce Noreen S. Miyake-Char, American Asset Management Group, Inc., has been chosen as one of Washington, D.C.’s Five Star Wealth Managers for 2016.
“I am honored, grateful and humbled to receive this award. I have served in the financial services industry for over fifteen years. My priority has always been to serve my clients with honesty, integrity and transparency. I strive to develop a client relationship based on mutual trust and understanding,” said Noreen S. Miyake-Char of American Asset Management Group, Inc.
Five Star Professional partnered with the Washington Post Magazine to recognize a select group of Washington, D.C.-area wealth managers who provide quality services to their clients. Noreen S. Miyake-Char was featured, along with other award winners, in a special section of the October issue.
“Each individual, family and organization I serve are unique. They have different goals and objectives. This is why it is so important to maintain open communication with clients, to ensure that their investments are tailored to their ongoing needs. It is a privilege to serve my clients. I am committed to earning their continued trust, and will work hard to meet and exceed their expectations,” stated Noreen S. Miyake-Char.
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.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
“American Asset Management Group, Inc. (AAMG) is an independent, fee based, investment advisory firm incorporated in 1984. The AAMG team builds and manages stock and balanced portfolios designed to meet clients’ investment goals and objectives. It adheres to a three-pronged philosophy of managing money: capital preservation, investing for present and future income and managing for total return,” said Noreen S. Miyake-Char.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 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 (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. 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; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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 placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,665 Washington, D.C. wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
For research methodology information visit http://www.fivestarprofessional.com.