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Rick Buoncore Named as a Best-In-State Wealth Advisor

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Rick Buoncore Named as a 2019 Best-In-State Wealth Advisor by Forbes

 

We are pleased to share that Forbes included Managing Partner Rick Buoncore on its 2019 list of Best-In-State Wealth Advisors.  The list breaks down top advisors supporting clients within particular regions in the U.S., and Rick was ranked among advisors in Ohio.

Following the nomination of advisors by their firms, Shook Research, an independent organization, used an algorithm to compile the ranking.  The algorithm considered a variety of factors from industry experience to assets under management.  Over 3,000 advisors across the U.S. made the list.  Rick was named fourth out of 120 in Ohio.  This is not Rick's first inclusion on a Forbes list.  He has also been named among America's Top Wealth Advisors.

To view this year's list, please visit: https://www.forbes.com/best-in-state-wealth-advisors

 

In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.

Forbes Best-In-State Wealth Advisor: Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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