Disclosure

Each publication while designating individual award categories, the number of advisors considered and percentage of advisors awarded follow their own set of criteria for award selection. We encourage review of these criteria at: ACQ5 – http://awards.acq5.com/1/ ; Diablo Magazine – http://fivestarprofessional.com/2016FiveStarWealthManagerMethodology.pdf;  Corporate LiveWire and Wealth & finance International are both on-line publications and do not publish a link of their selection criteria. A review of their publications can be found at www.CorporateLivewire.com/ and http://www.wealthandfinance-intl.com/.  Corporate LiveWire reviews profitability, products & services, innovation, industry recognition, use of technology, social & environmental impact, service excellence and complexity of work. Wealth & finance solicits votes by publication readership (130+k subscribers, HNW individuals, institutions, fund managers and professional service firms), in-house nominee research, completion of a nominee questionnaire and an assessment framework reviewing a nominee’s region, performance, commitment to innovation, methods and competition.  More detailed information can be found by contacting ACQ5 at +44 (0) 871-218-2470 Operations Department; Wealth & finance +44 (0) 203-725-6847; Corporate LiveWire +44 (0) 121-270-9468; Five Star Professional 888-438-5782. ACQ5 received 83,121 nominations across all their categories from their readership of 163,000 readers; they then poll and numerically rank recipients on a scale of one to five in such areas as professionalism, experience, value for money and responsiveness with nominees receiving an average four-star rating or above making their short list.  They do not disclose specific category data but Presidium received 11% of the nominations received for the US-Multi-Family Office of the Year category and 9% of the nominations for US-Wealth Management Firm of the Year category; Five Star Professional reviewed 948 in the San Francisco East Bay Manager category and selected 182 (both Frank Newsom & Steve Farrell are multi-year recipients). Corporate LiveWire reviewed five nominees’ in the U.S. Finance category and selected one. Wealth & finance International reviewed at least three or more nominees over the past three years for each award. ACQ5, Corporate LiveWire and Wealth & finance only select one advisor each year for their uniquely titled awards.