Investment performance is not a criterion. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. 2018 Barron's Top 50 Institutional Consultants. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. Subset of the Barclays Capital Government/Corporate Bond Index covering issues with maturities up to 10 years. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2013. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Greater Los Angeles Area . 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Eithne is an Assistant Vice President and Director of Business Strategy for the ESW Group. Investment performance is not a criterion. The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. J.P. Morgan Advisors on Wednesday plucked a Los Angeles duo who generated around $7 million in annual revenue, according to a source familiar . The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Drawing on a decade of experience in the financial services industry, Harry Suh advises ultra high net worth individuals, foundations and nonprofits in all aspects of wealth management. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (October 2019) awarded in 2019. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Portfolio characteristics also provide a breakdown of the funds assets in the three major asset classes: stocks, bonds and cash. Member SIPC. Increase in the price of an investment; also known as growth. Source: napa-net.org (March 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Represents the Standard Deviation of the Excess Return. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors.
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