In the News
Press Release:
Clientfirst has been selected as One of The Ten Most Dependable™ Wealth Managers of the Southeast United States
Little Rock, AR, 9/23/08: Clientfirst Wealth Management, LLC has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers of The Southeast United States for 2008. The list of the Most Dependable™ Wealth Managers of The Southeast United States is scheduled to be published in the September 29th issue of Forbes Magazine.
Edward Mahaffy, Clientfirst Wealth Management, LLC Founder, states that "Clientfirst is pleased to be selected as one of the Most Dependable™ Wealth Managers of the Southeast United States by Goldline Research."
"Clientfirst Wealth Management, LLC truly distinguished itself during our evaluation of the industry," said George Shaeffer, Analyst, Goldline Research. "The firm met or exceeded every expectation we have for holistic, client-centric firms" Over 1742 Wealth Managers were evaluated during the selection process and the response was overwhelming.
Clientfirst Wealth Management, LLC was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every seventy-three clients, median assets under management of $250 Million and an average of 23 years of experience. Mr. Shaeffer further elaborated, stating that Clientfirst Wealth Management, LLC stood apart from the other candidates that were evaluated because of the strength of their client references.
Clientfirst is an independent registered investment adviser providing comprehensive, customized financial planning and investment management. They manage over $150 million for individuals, trusts and corporations. Their process is consultative - each client receives individual attention and the added benefit of extensive expertise in the fixed-income arena. A fee-only registered investment adviser, Clientfirst receives no commissions and is not influenced by commission opportunities or quotas.
Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research's Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.
The award is based on the following selection criteria:
- Exceptional client service
- Investment, tax and estate advisory services offered
- 98% or higher client retentional rate
- Advanced certifications held
- 50:1 Client to staff ratio or better
- 20+ Years of industry experience
- Signed fiduciary oath
- No outstanding lawsuits or grievances
To view this press release as a PDF click here.
