To qualify for the Five Star Wealth Manager award, individuals are evaluated on the following criteria:
• Industry credentials
• Favorable regulatory and compliance history
• Successful reviews
• New client development
• High client retention rate
• Asset management
• High number of client households served
• Education and professional designations
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional is the largest and most widely published wealth manager award program in North America.
About Advantis Credit Union
Advantis Credit Union, with over $905 million in assets, is one of Oregon’s largest member-owned not-for-profit, financial cooperatives with over 48,000 members and five branches in the Portland metro area. Advantis is one of the oldest credit unions in Oregon, serving the Portland metro area for over 84 years. Membership is open to anyone who lives, works or is a member of an organization in Benton, Clackamas, Columbia, Hood River, Lane, Linn, and Marion, Multnomah, Polk, Washington, or Yamhill counties in Oregon and anyone who lives, works, worships, or attends school in the state of Washington.
Vice President of Marketing & Human Resources
Claudia Johnson Strategic Communications
Community Relations Officer
Five Star Professional, as a third party research firm, identified pre-qualified candidates based upon industry data and contacted all identified broker-dealers. Registered Investment Advisor firms and FINRA registered representatives in the market area 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 wealth managers in the area. 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 no indicative of the wealth manager’s future performance.
? 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 the 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 www.fivestarprofessional.com.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.