Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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Thomas M. Moran and<br />
Robert T. Edwards<br />
Advisors With a Proven Track Record of Results<br />
Special advertiSing Section<br />
of<br />
r Professi<br />
e <strong>Star</strong> <strong>Professional</strong><br />
Moran Edwards Asset Management Group Sta<br />
• Moran Edwards Asset Management Group is ranked among the Top Money <strong>Managers</strong> by Lipper MarketPlace Best Money <strong>Managers</strong><br />
• Bob was recognized by Barron’s as a Top 1,000 Advisor in 2011<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
• Celebrating 30 years of fi nancial service in Naples, Florida and nationally<br />
Title/Designation: Managing Director – Investments, Senior PIM Portfolio Manager<br />
We believe consistent, disciplined management, using separate accounts, diversifying risk over issue, industry, sector, and style preserves<br />
capital and builds wealth.<br />
Moran Edwards Assessment Management Group are not only investment professionals, but they understand their clients’ individual financial<br />
goals. They provide you with a combination of top-quality professionalism and a personal approach. They will establish a one-on-one<br />
relationship and treat their clients as individuals with their own unique financial situation.<br />
Moran Edwards also provides specialized financial services for corporations, executives, fiduciaries and nonprofit organizations.<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
5801 Pelican Bay Boulevard, Suite 200 • Naples, FL 34108<br />
Office: (239) 254-2200 • Office: (800) 237-6141<br />
www.MoranEdwards.com<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the <strong>Five</strong> <strong>Star</strong> selection process.<br />
Lipper MarketPlace Best Money <strong>Managers</strong> are compiled from a quarterly survey of investment management organizations and portfolio composites. Performance is calculated “net “ of all fees and brokerage commissions, inclusive of cash and in U.S. dollars.<br />
Results calculated on a minimum asset base of at least $10 million for “traditional” U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for “alternative” U.S. asset classes. Only categories/time period combinations<br />
for which there are at least 20 contenders are published. Past Performance is no guarantee of future results. Barron’s Top 1000 Advisors (2011): Ranking based on data provided by over 4,000 of the nation’s most productive advisors. Factors considered: Assets<br />
under management, revenues, regulatory record, quality of practice and philanthropic work. Institutional assets given less weight. Portfolio performance not explicit component. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0112-4761A].<br />
www.fivestarprofessional.com: <strong>Five</strong> <strong>Star</strong> award information — FS 6<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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