A Sincere Thank You For Your Trust

Recognition For Our Firm

 

 

 

 

 

 

 

 

 

 

 

We value your relationship with our practice and want you to share in our success.  For 2014 Joe Budd and Lou Melone are featured in both Hour Detroit Magazine and dbusiness Magazines as two of Southeast Michigan's Five Star Wealth Managers. This is Lou Melone's Fifth Time (2014, 2013, 2012, 2011, 2010) and Joe's Fourth time (2014, 2013, 2012, 2010) as being recognized.  This list is an elite group representing less than 7% of the wealth managers in the Detroit Area who were chosen by both current clients and professional colleagues*. We are both humbled and appreciative of the continued confidence and trust you have placed with us in guiding your family's investment and financial future.


 

 

 

 

 

 

 

 

 

Joe Budd was interviewed by Who's Who in Nashville and Williamson County Magazine.  It was a great opportunity for Joe to speak about our approach to financial advisory services.  Joe has been published by the Nashville Business Journal several times.  Joe was interviewed on Business Leader Radio in the Nashville area as well.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Greater Detroit wealth managers were considered for the award; XXX (X % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony. 

2010-2011: 2005 - 2011 Five Star Wealth Mangers scored highest in overall satisfaction based on surveys conducted by Crescendo, a third-party research firm who evaluated feedback from clients, peers, and industry professionals.  Scoring based on criteria, including customer service, integrity, knowledge/experience, recommendations and overall satisfaction.  Selected are the top scoring candidates representing less than 7% of their market.  The rating is not representative of any one client's experience as the rating reflects an average, or a sample, of all client experiences, and is no guarantee as to a client's future investment success or an advisors selection or performance in the future.  For specific research methodologies, go to: www.fivestarprofessional.com/2014/research.php.

CAR 0714-04655