Tuesday, March 30, 2010

Timothy Meyer Named a FIVE STAR Wealth Manager for 2nd Straight Year

This is a public “THANK YOU!” to the unknown MCM client(s) who nominated me and my colleagues at Meyer Capital Management for the FIVE STAR: Best in Client Satisfaction Wealth Manager Award. We are thrilled to receive this recognition for one simple reason…it comes from clients. In other words, those individuals & families who have experienced our work first-hand and whom we have served for an extended period of time.

FIVE STAR Wealth Managers are limited to no more than 7% of the wealth managers in a market area and are selected via rigorous third-party research. Wealth managers cannot simply pay a fee to be included.

Each nominee is evaluated on 9 criteria: 1) customer service, 2) integrity, 3) knowledge/expertise, 4) communication, 5) value for fee charged, 6) how well the manager meets client objectives, 7) post sale service, 8) quality of recommendations, and 9) overall satisfaction. Nominees are also screened based on their regulatory & compliance history. Wealth mangers must have at least five years of experience to be considered.

We take great pride in our work. To be appreciated by those we work for is the best compensation. Again, "THANK YOU!"

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