Disclosure

 

2012, Family Office Exchange, "Leading Wealth Advisor"

The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets. Firms do not pay to be listed in the LWA Directory. Instead, each firm is evaluated based on the following 10 criteria: (1) Financial stability, (2) Commitment to the multi-generational needs of families, (3) Competency and tenure of senior management and staff, (4) Client-driven relationship management, (5) Integrated service delivery process, (6) Disciplined investment process, (7) Diversified menu of investment products, (8) Comprehensive financial reporting, (9) Integrated technology systems, and (10) Regulatory and financial compliance. The directory is available on FOX's website and www.leadingwealthadvisors.com.