We are pleased to announce that Crescendo Business Services and Los Angeles Magazine have recently selected Dorsey Wright Money Management as a FIVE STAR Wealth Manager.
Program Overview
Crescendo Business Services contracts a third party research firm, QMI Research, to conduct the FIVE STAR Wealth Manager research methodology using objective market research methods. The research objective is to develop a list of wealth managers in a given market who score highest in overall satisfaction, based on an objective market research methodology that takes into account client evalutions in nine categories, with adjustments to reflect inputs from peers, regulatory compliance reviews, and Blue Ribbon Panel review. In each geographic market the Program is conducted, QMI Research administers a survey, by mail and phone, to approximately 1 in 4 high-net-worth households and identified FINRA registered representatives. Respondents are asked to name and evaluate up to three wealth managers.
Less than 7%, but no more than 1,000, of the wealth managers in a market are included on the final published list. The full list of those wealth mangers awarded FIVE STAR Wealth Managers will be published in the January 2011 issue of the Los Angeles Magazine.
More information about the award can be found here.
At Dorsey, Wright our clients are held in great esteem, putting them first and foremost in all that we do. We appreciate this recognition and we look forward to many more decades of service to our clients.
