Wealth Manager magazine names CIS (the Investment Management Servicing Organization to CPAIS) to 9th annual ranking of Top Wealth Managers
I am pleased to share the news that we have just been named to Wealth Manager magazine’s 9th annual ranking of Top Wealth Managers.
As Wealth Manager magazine reports in its July-August 2009 issue with its Top Wealth Managers list, “Great wealth managers’ practices are based on trust and confidence; these go hand-in-hand with fiduciary duty and re-evaluating the everyday and emerging risks to your firms and your clients, regaining portfolio and investment bearings, and getting clients back onto a stable path.”
We are honored by this recognition for a third time by Wealth Manager magazine as being among the best wealth managers in the nation.
Sincerely,
Thomas N. Alvaré, CPA/PFS