Snider Advisors, a Leading Provider of Investor Education, named 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager
Snider Advisors, an SEC-registered investment advisor best known for the Snider Investment Method® recognized as a 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager by Texas Monthly magazine.
View as PDF
 Print View
August 20, 2009 (FPRC) -- Snider Advisors, an SEC-registered investment advisor best known for the Snider Investment Method® and strategies for managing economic uncertainty is named a "2009 FIVE STAR: Best in Client Satisfaction Wealth Manager" by Texas Monthly magazine. Kim Snider, Founder and CEO of Snider Advisors, said, “In a time when 80% of investors are disgusted because their adviser is “spooked” by what’s happening in the market, I’m proud our clients seem to have confidence in our investment advice and the support we offer after our investment courses.” Snider added, “Snider Advisors is delighted to be included in such a select group.” The wealth managers who made the list represent less than 3 percent of the wealth managers in the Dallas/ Fort Worth area.
Texas Monthly formed a partnership with Crescendo Business Services, an independent research firm, to identify the “FIVE STAR: Best in Client Satisfaction” wealth managers serving the Dallas/Fort Worth area. In December, 95,000 high-net-worth residents of the Dallas/Fort Worth area and subscribers to Texas Monthly magazine, as well as 7,250 professionals in the financial services industry were surveyed by phone or mail. The survey asked recipients to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Both positive and negative evaluations were included in the scoring.
Only wealth managers with five years of experience in the financial services industry were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Before finalizing the list, wealth managers were reviewed by a blue-ribbon panel, which was comprised of knowledgeable individuals within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation. The resulting list of 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers can be found in the August 2009 edition of Texas Monthly.
About Snider Advisors
Snider Advisors is a Dallas based, SEC-registered investment advisor. Snider Advisors offers investment courses, investment advice and investor education. It specializes in strategies for managing economic uncertainty. Snider Advisors manages approximately $85 million directly for clients and advises on an additional $320 million in client managed accounts. The firm has taught thousands of investors to manage their portfolios using the Snider Investment Method®. The company website is www.snideradvisors.com.
For more information on Snider Advisors or Kim Snider call 888-6SNIDER or email support@snideradvisors.com.
RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:
* The 2009 FIVE STAR: Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction 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 evaluation.
* 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 Crescendo Business Services or TEXAS MONTHLY.
* 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: Best in Client Satisfaction Wealth Manager Program, managed by Quantitative Market Intelligence (QMI), incorporates a statistically valid sample in order to identify the wealth managers in the local market that score highest in client satisfaction. QMI does not include wealth managers on the list unless their score is statistically valid. The final list represents less than 3% of the wealth managers in the local market.
* For more information on the FIVE STAR Award and the research/selection methodology, go to: fivestarprofessional.com/wmresearch.
Media Contact:
Kacey Gilmore
Snider Advisors
kgilmore@snideradvisors.com
214-446-8536
Send an email to Kacey Gilmore of Snider Advisors
214-446-8538
Keywords:
Kim Snider, wealth manager, investor education
Recent Press Releases By The Same User Snider Advisors Becomes a Preferred Content Provider for NASDAQ.com (Fri 18th Jun 10)
CEO of Snider Advisors, Kim Snider, Releases Retirement Preparedness Checklist (Sat 24th Apr 10) Kim Snider, Financial Expert and Professional Speaker, to be a Featured Speaker at Kim Kiyosaki's First Annual Rich Woman International Forum (Mon 1st Feb 10) Snider Advisors Introduces New Investment Course Series, the KiM-B-A: What They Should Have Taught You about Your Money...But Didn’t (Thu 17th Dec 09) DFW Humane Society Will Have Adoptable Pets At Polo For Paws (Tue 1st Sep 09) Snider Advisors Releases New Investment Course, Your Financial Blueprint: Practical Strategies for Managing Economic Uncertainty (Tue 1st Sep 09) |
