Disclosures: General Disclosures
Disclosures: General Disclosures
In addition, the firm maintains a notice filing with the states of Arizona, California, Colorado, Hawaii, Nevada, New York, Oregon, Texas, and Washington. The presence of the Website on the Internet shall in no direct or indirect way raise any inference that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing. This Website should not be construed as solicitation or offer to solicit investment advisory clients in any state other than the states in which we maintain a notice filing. For details on Destination Wealth Managements' ability to work with you in your particular state, please contact Destination Wealth Management to discuss your particular situation and geographical location.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.
Past performance is no guarantee of future results. Individual performance results will vary. The information provided herein reflects the views of Destination Wealth Management as (“DWM”) of the date of this broadcast. Such views are subject to change at any point without notice. Information and data provided herein was obtained from third party sources believed to be reliable but we do not warrant or guarantee the accuracy or completeness of the information. This broadcast is being shared for informational purposes only and should not be considered a recommendation to buy or sell any securities. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Destination encourages you to consult with a professional financial advisor prior to making any investment decision.
Investors cannot make any direct investment in any index.
Michael Yoshikami was included in Barron’s 2017 “Top 100 Independent Wealth Advisors”. The criteria for ranking reflects assets under management, revenue that the advisors generate for their firms, and the quality of the advisor’s practices. Investment performance is not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of advisors’ clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Mr. Yoshikami was nominated for inclusion in the list. There are over 100 nominations, but only 100 published ranking spots. Barron’s uses a proprietary method to rank advisors based on the criteria above. Destination Wealth Management provides this data to Barron’s in the form of a survey response. Initial ranking is done by Barron’s; publicly available data is verified by Barron’s via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No payment was required for nomination or inclusion in the ranking. After receiving notice of inclusion in the top 100 ranking list, Destination Wealth Management (DWM) paid Dow Jones & Company for glossy reprints of the piece and inclusion in their directory. DWM also paid Dow Jones through RightsLink for permission to link to a Dow Jones WebReprint to our corporate website. No organizational memberships were required of DWM or individuals. Ranking on this list is not representative of any one client's experience and is not indicative of DWM’s future performance. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.
Financial Times 300 (FT 300) Disclosure:
Destination Wealth Management was included in the Financial Times 300 Top Registered Investment Advisers list for 2018. Over 760 firms were considered for inclusion in the Financial Times 300 (FT 300) list. To be considered RIA s must meet the following minimum criteria: manage at least $300 million in assets under management as of 12/31/17; no more than 75% of its practice’s assets be institutional; and the RIA must be independent.
The FT 300 ranking is conducted independently by the Financial Times, in partnership with Ignites Research, a subsidiary of the Financial Times that conducts research and analysis on the asset management industry. DWM did not pay a fee to apply or be listed in the FT 300 report.
The Financial Times generates an internal score for each applicant based on six broad factors (AUM, AUM Growth Rate, Years of Experience, Compliance Record, Industry Certifications, and Online Accessibility). AUM comprises approximately 65% to 70% of each advisor’s score. Ranking on this list is not representative of any one client’s experience and is not indicative of DWM’s future performance. No organizational memberships were required of DWM or related individuals. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.