BT Wealth Management is proud to announce that Scott Craig, Managing Partner and Chief Investment Officer of BT Wealth Management, was selected by Five Star Professional as a Five Star Wealth Manager.
The Five Star Wealth Manager Award identifies outstanding wealth management professionals who are committed to the industry. Eligibility and evaluation criteria for candidates included credentialed as an investment adviser representative or a registered investment adviser; actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years; favorable regulatory and compliant history review; fulfilled their firm review based on internal firm standards; accepting new clients; one-year client retention rate; five-year client retention rate; non-institutional discretionary and/or non-discretionary client assets administered; number of client households served; and education and professional designations.
To view Craig’s Five Star Award Winner profile, click here.
About BT Wealth Management
BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with offices in Atlanta and Savannah. The BT Wealth Management team aims to adhere to a disciplined investment process with a focus on building portfolios that meet client goals while striving to remain resilient in the face of market uncertainty.
About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional based on an objective research methodology tailored to the specific profession. Five Star Professional joins forces with local and national media partners to publish our research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Professional was founded in 2003 and is based in Eagan, Minnesota.
BT Wealth Management (“BTWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BTWM’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
The Five Star Professional ranking for Five Star Wealth Managers, was developed by conducting market-specific research to identify outstanding service professionals. The award was founded in 2003, and the program covers 45 major markets. The objective of the award is to recognize management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. The award recipients included wealth managed who were both SEC- and state-registered investments adviser representatives and registered investments advisers, the list was not intended to be exhaustive. Recipients were determined to be award winners if they satisfied 10 objective eligibility and evaluation criteria. Additional factors taken into consideration include the Firm’s assets under management and client retention rates. Additionally, in order to be a recipient of the award, candidates went through regulatory and complaint reviews. Portfolio performance is not a criterion due lack of audited performance data. The award is not representative of any one client’s experience because the rating reflect an average of all, or a sample of all, of the experiences of the adviser’s clients. The award does not imply a certain level of training and is not indicative of BT Wealth Management’s future performance. The process is conducted by Five Star Professional and their research and methodology team. Wealth managers do not pay a fee to be included in the research process or to be named a Five Star Wealth Manager. More information about the award is located here: http://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf