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Independent Wealth Managers With a Global View
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Private Asset Management magazine's 2011 Best Multi-Family Office under $2.5 billion |
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Fee-only investment advisor servicing private clients globally |
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Offices in New York, Boston, Amsterdam and Zurich |
Highmount is equipped to oversee all of the details of your financial life, with the goal of simplifying wealth transitions and instilling a culture of sustainable financial legacy for the next generation. We offer proactive advice and definitive, actionable recommendations rather than a standardized set of investment products and reactive responses.
Aligned Interests:
We are privately owned and invest alongside our clients.
Accessibility:
Our core belief is that an independent firm with accessible senior professionals provides the best wealth management service.
Client Driven Focus:
We believe in acting as an advocate for our clients and strive to deliver the best solutions based on their values.
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Areas of Focus
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Award Selection Process
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Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Manhattan area (includes New York county in the state of New York) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 88,425 wealth managers in the area. 1,681 award candidates in the Manhattan area were considered for the award, of which 75 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- 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 Five Star Professional or Manhattan magazine.
- 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 Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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