New York, New York – Keystone Global Partners, a leading wealth management firm specializing in working with technology founders, is proud to announce that it has won the prestigious “Best Private Wealth Manager Under $5bn – Client Service” award at the PAM awards ceremony held on February 9th in New York City.
Often regarded as the “Oscars” of the US private asset management industry, the highly sought-after PAM awards have provided a platform, for over two decades, for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector, to showcase their achievements.
“We are incredibly humbled and grateful to receive this award,” said Peyton Carr, a Partner at the firm. “This recognition is a high five to all the hard work and dedication our team puts into providing excellent client service. We are passionate about helping our clients achieve their financial goals, and this award is a testament to our commitment to providing them with the highest level of service and support so they can achieve their goals and focus on what matters.”
Keystone has built a reputation as a highly specialized financial advisory firm, working with company founders and focusing on investing, tax minimization, and advanced financial planning. Its experienced team works closely with each client to create personalized wealth management solutions that meet their unique needs and goals.
“Congrats to all our industry peers and friends who have also been recognized for their achievements,” added Peyton Carr.
Keystone’s success at the PAM awards comes on the heels of its recent recognition and nominations by the Family Wealth Report (FWR), a leading wealth management industry publication.
For more information on Keystone Global Partners and its services, visit keystonegp.com. The Judging criteria for the PAM award is located here.
Private Asset Management Awards Judging Process and Disclaimers
The Private Asset Management “PAM” Awards, overseen by WithIntelligence, involves a judging process with an independent panel comprising industry experts. When Keystone and other candidates apply for a PAM award, they are required to describe their firm and services. These services may include but are not limited to financial, tax, and estate planning, as well as other value-added offerings and descriptions. Factors like firm growth, client satisfaction, client service, and product innovation are also considered. The PAM awards to which Keystone applies do not include investment performance.
Applicants do not pay a fee to be considered for a PAM award
A PAM award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of the wealth manager by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for Keystone Global Partners. If client satisfaction statements are part of the evaluation criteria, they may not accurately represent the experience of any single client, as they reflect only a subset of clients. It remains unclear whether clients who did not provide statements endorse or criticize the advisory services they received.
For detailed information on the research and selection process, visit awards.withintelligence.com/privateassetmanagementaward/en/page/categories-criteria.
A PAM award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.
