Richard Losch is 2015 Five Star Wealth Manager Award Winner.

Our president and portfolio manager Richard Losch awarded Five Star Award, because, he full satisfied 10 objective eligibility and evaluation criterias. Award shows that manager provide quality services to the clients.

Eligibility Criteria
1. Credentialed as an investment advisory representative or a registered investment adviser.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review.
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.

Evaluation Criteria
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.

Publication from Orlando Magazine, May 2015.
Click picture to enlarge.