Gratke Wealth Awarded as Five Star Wealth Manager

  • Written by David
  • May 22, 2013 at 12:09 am
  • 0
  • Gratke Wealth is honored to have been awarded as a 2013 Five Star Wealth Manager.

    This select group represents less than 6 percent of the wealth managers in the Portland, OR area which started from a field of over 6,000 firms, and 2551 nominees resulting in just over 330 firms awarded this honor. This award was announced in the May 2013 issue of Portland Monthly Magazine.

    Award Candidates

    Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standings.

    Determination of Award Winners

    Award candidates who satisfied 10 objective eligbility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers. This included five eligibility criteria and five evaluation criteria.

     

    Thank You.

    Thank you to Portland Monthly Magazine and to Five Star Professional for nominating us and ultimately awarding us this honor.

 

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.