His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.
2011 Top Wealth Managers: State of the Industry
By Philip Palaveev and Jonathan McQuaid (excerpt)
Defining Excellence is a difficult thing to do. It comes in many forms and is achieved in different ways. It cannot be tied to a single tangible standard such as assets under management, profitability or efficiency. As the top wealth management firms in the country may attest, the pursuit of excellence requires continuous adaptation to keep pace with rapid changes in the industry and achieve a reputation as one of the nation’s best firms. Perhaps Aristotle described it best: “We are what we repeatedly do. Excellence, then is not an act, but a habit.”
The Top Wealth Management report is open to participation to all firms who define themselves as wealth managers and have their registration as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). We strongly believe that the report captures the largest and most successful independent wealth management firms – those that are owned and operated by the advisors.
The selection criteria includes: assets under management (AUM), average AUM per client and minimum AUM for clients. For a full list of applicable criteria, please click here. The Top Wealth Management report rating is not representative of any one client’s experience and is not indicative of GWS’ future performance. GWS did not pay a fee to participate in the survey.