2014 Five Star Wealth Manager Banner
For the third consecutive year, Don Duncan was named a Five Star Wealth Manager in the November 2014 issue of Chicago Magazine.  The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America.  No more than seven percent of the wealth managers receive this award each year.  Candidates for the award are evaluated using the following 10 objectives:

1) Credentialed as an investment advisory representative (IAR) or a registered investment adviser

2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3) Favorable regulatory and complaint history review

4) Fulfilled their firm review based on internal firm standards

5) Accepting new clients

6) One-year client retention rate

7) Five-year client retention rate

8) Non-institutionalized discretionary and/or non-discretionary client assets administered

9) Number of client households served

10) Educational and professional designations