Tactical Allocation Critical During Slow U.S. Economic Recovery
TWST: Please tell us about Destination Wealth Management. Why did you choose the name?
Dr. Yoshikami: Destination Wealth Management is an advisory firm that provides financial advice combined with investment advice. Our firm currently manages more than $1 billion in assets, and I'm pleased to have been recognized by Barron's as one of the top 100 independent financial advisers in the United States in 2009, 2010 and 2011. It's quite an honor.
Regarding our name, our view is that there is a specific path for every client, which is a combination of financial strategy and portfolio investment strategy. Our name clearly reflects what we do for our clients, helping them move toward their destination. Our name reflects our belief that investing should be part of an overall plan.
TWST: Why did you start Destination Wealth Management?