“Our greatest achievement is helping our clients meet their financial goals. We also take pride in our professional awards and enjoy sharing them with our clients and friends.
Arbor was named a “Manager of the Decade” by Informa PSN*, a “Top Gun Manager” by Informa PSN*, ranked by Nelson’s as “World’s Best Money Manager,”* distinguished in Bloomberg’s as a “Top Wealth Manager”* and Five Star Wealth Manager.*
* Informa PSN Manager of the Decade, 2010
* Informa PSN Top-Gun Manager 4th Qtr 2004, 1st + 2nd Qtr 2005 and 2007,
3rd and 4th Qtr 2006, 4th Qtr 2008.
*Ranked in Nelson’s “World’s Best Money Manager” 2nd, 3rd, 4th Qtr 2005,
1st Qtr 2006.
*Ranked in Bloomberg’s 2005 “Top Wealth Manager”
*Five Star Wealth Manager, 2010 Consumer Survey, QMI Research
- The 2011 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.
- The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s experience.
- The FIVE STAR Award is not indicative of the wealth managers’ future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ 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 Crescendo Business Services or the magazine.
- 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 Crescendo in the future.
- The research process for the FIVE STAR Wealth Manager Award Program, managed by QMI Research, incorporates a statistically valid sample in order to identify the wealth managers in the local market that score highest in overall satisfaction. QMI Research does not include a wealth manager on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.
For more information on the FIVE STAR Award and the research/selection methodology, go to: fivestarprofessional.com/wmresearch.