for years 2011, 2012 & 2013
HOUR Detroit and DBusiness magazines commissioned a study of high net worth individuals in southeast Michigan to find the top wealth managers in our area. The list contains investment managers like Fulkerson Capital Management, estate planning attorneys, CPA's and financial planners.
They have a fairly sophisticated technology that polls a select group of people in our area to discover the names of individuals who are most respected and acknowledged for top level performance for their clients. The named professionals are then graded by the respondents from one to five stars. Our clients gave us a Five-Star rating -- the highest possible award of which less than 7% of wealth managers receive.
We have been blessed to receive this award for 2011 and 2012. A great big "Thank You!" to all of our valued clients for this prestigious honor.