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5 Star Disclaimer

Texas Monthly Client Satisfaction Research Declarations As with any research or recognition program, it is important that we provide you the following declarations as the award criteria for Texas Monthly. 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 on any one client’s evaluation. The FIVE STAR Award is not indicative of the wealth managers’ 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 a wealth manager by Crescendo Business Services or TEXAS MONTHLY.

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, research and selection methodology, go to:”