SURVEY # 1 – Overall Firm Rank – Advisory HQ Survey

FourStar Wealth Advisors LLC  was ranked by Advisory HQ as one of the best Financial Advisory firms in the nation and a top 10 firm in Chicago for 2016. Advisory HQ attributed FourStar’s innovative approach to advising and managing clients as a factor that differentiated itself from other firms. Advisory HQ is a firm that conducts extensive research across the United States to identify the best firms in a wide range of financial-related products, firms and services.

Advisory HQ Rankings are Available at http:/www.advisoryhq.com/articles/top-financial-advisor-chicago-reviews-of-chicago-best-advisors-planners/

 

Survey # 2 – Client Account Performance – Orion Survey

FourStar Wealth Advisors LLC was ranked among the top 7% of Registered Investment Advisor (RIA) firms in a recent national poll. The tracking was done by Orion Portfolio Services of Omaha, N.E., a vendor of reporting and management services that works with RIA firms to provide documentation and reporting services for their clients. In the survey FSWA was ranked #33 out of 483 firms in the field for total client account performance, for the calendar year 2015.

(Orion survey available upon request)

 

Survey # 3 – Social Media Survey- Kurtosys

FourStar Wealth Advisors LLC was recently ranked #88 in America in the Kurtosys survey of all Financial / Brokerage and Wealth Advisory firms in America in their recent release. There are approximately 17,000 separate firms in the Brokerage and Wealth / Financial Advisory firms that are potentially ranked in the survey in America. The Kurtosys survey is measured from a number of engagement factors including visits to websites, volume of activity on major social media sites including Twitter, Facebook, Google Plus and LinkedIn.

Kurtosys survey is available at http://blog.kutosys.com/the-us-wealth-managers-power-100/

 

FourStar’s View

FourStar is thrilled to have all this attention. Naturally, we are very pleased with our relative client account performance in the year 2015. It was a difficult year for many investors and the higher relative performance achieved for our clients is a reflection of the firm’s risk management models that FourStar is known for. While top performance in up markets is very important, it is equally important to manage risk in flat and down markets and not lose significant capital. Our clients are pleased with the result. It is all about them after all.

Additionally, we have made a commitment to investor education and communication, and the Kurtosys survey rank is a sign to us that firms are watching our firm. FourStar is intending to be an important part of the new “national conversation” with investors and this social media survey is telling us that people are listening! We are also proud to be a top ranked firm in Chicago and the country, as measured by others in the Advisory HQ survey.

Disclaimers:

The Orion survey is simply a compilation of aggregated data of entire client account performance records of the 483 firms compiled for the survey. No representation is made as to the specific asset classes that each firm has, nor exactly what was measured in the survey. The firms in the survey are a cross section of clients of the vendor. Past performance is no guarantee nor representation of future expected results. The Kurtosys, Advisory HQ and Orion surveys were conducted completely independent of FourStar Wealth Advisors LLC. Each survey has their own measurement structure.