Adam Smith Advisors — News

• Amy Dircks, Client Service Specialist/Compliance Assistant, joined our team in September 2011. Amy assists our wealth management team with client account management and compliance requirements.
  
  
• 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.
  
  
• Kathleen O'Connor, Promoted to Investment Advisor at Adam Smith Advisors.  Kathleen is a CFP® (Certified Financial Planner).
  
  
• 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)