Adam Smith Advisors — News
- Adam Smith Advisors named among the top wealth managers in the Twin Cities. We are pleased to announce that our Senior Investment Advisors, Kevin O’Connor and Keith Tufte of Adam Smith Advisors, were both named Twin Cities 2011 “FIVE STAR” Wealth Managers by Twin Cities Business Magazine and Mpls.St. Paul Magazine. The list is generated based on overall client satisfaction. Less than 7% of wealth managers were selected for this list. This list was created based on an independent survey of over 35,000 high net worth clients and financial services industry professionals. Wealth advisors were evaluated on customer service, integrity, knowledge/expertise, communication, value for the fee charged, meeting financial objectives, service, quality of recommendations, a clean regulatory record, and overall client satisfaction.
- John O'Connor, Promoted to Investment Advisor at Adam Smith Advisors. John is a CFA charter holder.
- STAR TRIBUNE ARTICLE:
More Financial Advisers See Strength in Numbers
Independent advisers are making alliances and forming networks in order to compete. >>Download article reprint (pdf 76k)
- Kathleen O'Connor, Senior Investment Advisor Associate, achieves CFP® (Certified Financial Planner) designation in July 2010.
Adam Smith Advisors — Investment Letters
If you would like to be added to the list to receive our free monthly wealth management investment letters, please contact us at: 952.893.9012 or info@cherrytree.com with your email address.
|
