Full Service Investment Firm Ratings

2009 U.S. Full Service Investor Satisfaction Study

Account Statements: This score is based on how investors rate their primary full-service investment firm on the clarity of account statements, usefulness of account statements information, and the accuracy of monthly statements. Close Convenience: This score is based on how investors rate the ease of accessing information, variety of options to access account information, variety of options to conduct transactions, hours of office operation, ease of changing account, and proximity of locations to work/home. Close Investment Performance: This score is based on how investors rate their primary full-service investment firm on the competitiveness of their portfolio’s performance, given current market conditions. Close