Tiburon Strategic Advisors Honors Charles Schwab and Ken Fisher

Inaugural Awards Ceremony to Take Place October 7-8, 2009 at Tiburon CEO
Summit XVII

TIBURON, Calif., Sept. 30 /PRNewswire/ -- Tiburon Strategic Advisors, a market
research & strategy consulting firm serving a wide variety of financial
institutions and investment managers, has announced the recipients of its
inaugural Tiburon CEO Summit Awards: Charles Schwab (Chairman, The Charles
Schwab Corporation) and Ken Fisher (CEO, Fisher Investments). These awards
will be presented at Tiburon CEO Summit XVII to be held at the Ritz Carlton
San Francisco October 7-8, 2009.

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry
group of senior executives to discuss a broad swath of issues regarding the
future of the brokerage, investments, advice, and wealth management
businesses. Tiburon's CEO Summits likely provide the only true forum where
financial services industry CEOs from across traditional industry silos gather
to discuss business opportunities. The list of business relationships
resulting from prior Tiburon CEO Summits is impressive.

Tiburon CEO Summit XVII is limited to 125 attendees, all of them
executive-level Tiburon clients. Attendees typically include executives from
banks, brokerage firms, insurance companies, mutual fund companies, separate
account managers, CPA firms, law firms, technology companies, and successful
financial advisory firms. Click here for more details on the client invitee
list.

Tiburon's CEO Summits are built around two key themes:

-- Maintaining a focus on consumer needs

-- Challenging conventional wisdom

"In the spirit of recognizing leaders in the financial services industry who
have excelled at applying one or both of these concepts, Tiburon is pleased to
announce the recipients of its inaugural Tiburon CEO Summit Awards," said
Tiburon Advisor's Managing Principal Chip Roame. "Charles Schwab will be
presented Tiburon's award for Maintaining a Focus on Consumer Needs. Ken
Fisher will be presented Tiburon's award for Challenging Conventional Wisdom.
Tiburon believes that maintaining a focus on consumer needs and challenging
conventional wisdom are two of the keys to success in the rapidly evolving
financial services industry," Roame said.

Charles Schwab (Chairman, The Charles Schwab Corporation) - Tiburon's
Maintaining a Focus on Consumer Needs Award

Charles Schwab started the well-known San Francisco based brokerage firm that
goes by his name in the early 1970s as a pioneer in the discount brokerage
business. Mr. Schwab has served as chairman of The Charles Schwab Corporation
since its incorporation in 1986. He also served as CEO or co-CEO from 1986 to
2008. Today, The Charles Schwab Corporation is one of the nation's leading
providers of financial services, with 12,000 employees, more than 300
branches, approximately ten million client accounts, and $1.2 trillion in
client assets. The firm provides a full range of securities brokerage,
banking, money management, custodial, and financial advisory services to
individual investors, independent investment advisors, and company retirement
and equity compensation plans.

Mr. Schwab is the author of several books, including the completely revised
and updated version of his 1998 work, Charles Schwab's Guide to Financial
Independence. He is also the author of It Pays to Talk, as well as the recent
book You're Fifty - Now What? Mr. Schwab was named chairman of the President's
Advisory Council on Financial Literacy in 2008, a role in which he and fifteen
other board members have advised the president and secretary of the treasury
on ways to promote and enhance financial literacy among the American people.
Along with his wife Helen, he is the co-founder and chairman of the Charles &
Helen Schwab Foundation, a nonprofit organization that focuses on helping
children with learning disabilities and supporting low income families through
initiatives in poverty prevention, homelessness, and substance abuse. Mr.
Schwab also serves as chairman of the San Francisco Museum of Modern Art.

"Mr. Schwab would have been a worthy recipient of both Tiburon awards," said
Roame. "His west coast firm was a pioneer in the discount brokerage business
and has challenged the model of traditional New York based wirehouses since
May Day in 1975 when the SEC mandated an end to fixed commissions. His firm
took an early lead in the market, offering a combination of low prices and
fast efficient order executions, and soon became the nation's largest discount
brokerage firm. Mr. Schwab is being awarded Tiburon's Maintaining a Focus on
Consumer Needs award because of the numerous consumer-centric innovations of
The Charles Schwab Corporation, including its discount brokerage,
telephone-based services, branches, web-based trading, mutual fund
supermarkets, and its custodial, operational, and trading support services for
independent fee-based financial advisors," Roame said.

Ken Fisher (CEO, Fisher Investments) - Tiburon's Challenging Conventional
Wisdom Award

Ken Fisher has been CEO of Fisher Investments since founding the firm in 1979.
His firm is the largest direct marketer in asset management and, depending on
one's definition, the largest fee-based financial advisor. Today, Fisher
Investments has 950 employees, 85 professional sales people, tens of thousands
of clients, and more than $30 billion assets under management.

Mr. Fisher's theoretical work in the early 1970s yielded a tool known as the
price-to-sales ratio, now a core element of financial curriculum. Some claim
discovering it earlier, but his extensive writings are the very first to
describe it. In the 1980s, his firm created an institutional offering that was
seminal to what is now called small cap value equity; Fisher Investments was
among only twelve firms in the world's first consultant peer group in that
category. Mr. Fisher is also known for his Portfolio Strategy financial
investment column featured monthly in Forbes magazine, where his 25-year
tenure makes him the fourth longest-running columnist in the magazine's
92-year history. Mr. Fisher has written six finance and business books
including 1984's best seller, Super Stocks and New York Times best sellers in
2006 and 2008 with The Only Three Questions that Count and The Ten Roads to
Riches. His current book, published in 2009, is How to Smell a Rat - The Five
Signs of Financial Fraud. Mr. Fisher holds a Berstein Fabozzi/Jacobs Levy
Award for outstanding published research, has been on the Forbes 400 list of
richest Americans since 2005, and is on Investment Advisor magazine's IA-25
list of the most influential people in that industry. His recent research,
published in professional and scholarly journals, focuses on behavioral
finance.

"Mr. Fisher is being presented Tiburon's Challenging Conventional Wisdom
award," said Roame, "because in almost every facet of his business he has
challenged the trends of others, including his use of direct mail, web-based
advertising, & infomercials; his use of dedicated sales people who do not
service clients and a separate dedicated service organization; his aversion to
hiring graduates of big name universities; his telephone-based service model;
and his well defined job descriptions with unparalleled levels of
specialization of labor," Roame said.

ABOUT TIBURON STRATEGIC ADVISORS

Tiburon was formed in 1998 to offer market research, strategy consulting, and
other related services primarily to financial services firms. Three of
Tiburon's core clientele groups are the CEOs and other senior executives of
large US financial institutions faced with difficult strategic decisions,
leading executives of foreign financial institutions trying to understand
and/or enter the US markets, and a long list of venture capital and private
equity firms, and investment banks, making investments in, and executing
transactions in, areas where Tiburon has developed proprietary insights.
Tiburon rarely serves financial advisors themselves, but due to their growth,
many of its client projects require the firm to study the financial advisory
markets.

Tiburon intends to remain a mid-sized industry-focused boutique management
consulting firm. The combination of four factors makes Tiburon unique: (1)
written industry knowledge (2) management consulting skills (3) research
capabilities (4) industry experience. Tiburon is flexible as to project sizes,
which have ranged from single day market seminars to complex multi-year
customized advisory projects. All of the firm's work is based upon research
and analysis, client input, competitor profiling, consumer needs, and business
economics.

Tiburon's Managing Principal Charles ("Chip") Roame learned and developed the
firm's consulting methodologies while employed at leading management
consulting firm McKinsey & Company, adapted them to specifically serve the
financial services marketplace, and then most recently before forming Tiburon,
applied them as a business strategist at The Charles Schwab Corporation. Since
1998, Chip has had responsibility for all of Tiburon's consulting, research,
and marketing activities.

SOURCE Tiburon Strategic Advisors

Chip Roame, Managing Principal, Tiburon Strategic Advisors, +1-415-789-2540,
croame@tiburonadvisors.com