Business Owner Team Members Receive Five Star Wealth Manager Award
It’s a recognition that only three percent of Chicago-area wealth managers will receive this year. Count Balasa Dinverno Foltz LLC among them.
BDF was recently honored with the Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in North America. It’s presented to those individuals who meet a number of criteria for quality client service.*
This is the fourth consecutive year Business Owner Team (BOT) members were recognized. In 2016, BOT members Jim King, Justin Peacock and John Smith are four-time winners; Gary Pattengale is a three-time winner.
The Award is showcased in the Feb.1st edition of the Wall Street Journal’s Wealth Management Report.
*The Five Star Wealth Managers award is based on ten objective criteria – being credentialed; active in the industry for a minimum of five years; favorable regulatory complaint history; positive firm reviews; one-year client retention rate; five year client retention rate; client assets administered; number of clients served; and education and professional designations.