Over the years Petersen
Hastings has been recognized as one of the nations top Advisors by publications
including Medical Economics, Wealth Manager, Washington CEO, and Financial
Advisor. Of the few firms recognized as leaders in Washington State, we are the
only advisor recognized in Eastern Washington.
In addition to recognition as Eastern Washington’s premiere wealth management
company by outside publications, Petersen Hastings has been a final nominee for
the Mid-Columbia Small Business of the Year. Our affiliation with other premiere
wealth managers in the US and Australia includes membership in the Zero Alpha
Group (ZAG).
In late 2007 we engaged the firm of Roland Criss, the leading provider of
fiduciary protection, to conduct an onsite evaluation of Petersen Hastings’
investment processes. As a result, we became one of the first Wealth Management
organizations in the United States to earn the Center for Fiduciary Excellence
certification.
Most recent recognitions and certifications: |
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Medical Economics
Petersen Hastings was named to the Medical Economics list of “The 150 Best
financial Advisors for Doctors” in November 2008 along with all eight domestic
ZAG firms. |
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Wealth Manager Magazine
Wealth Manager Magazine reports annually an exclusive listing of the nation’s
leading independent financial advisory firms ranked by average client
relationship size. Petersen Hastings was listed in the Top Wealth Managers in
the United States for the fourth consecutive year |
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Financial Advisor Magazine
Petersen Hastings was included for the third year as one of the top Registered
Investment Advisors (RIA) in the country. To be included in the rankings firms
must have at least $50 million in assets under management, be independently
owned and must be registered investment advisors providing financial planning
and related services to individual clients. |
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Center For Fiduciary Excellence (CEFEX)
Independent recognition of a fiduciary’s conformity to all Fiduciary Practices
and ability to meet investor’s expectations for ERISA Defined Benefits and
Deferred Compensation Plans, Personal Trusts, High Net worth Individuals,
Foundations, Endowments and Corporately Owned Investment Accounts. |
