Managing Partner Rick Buoncore Named Best-In-State Wealth Advisor by Forbes
We are pleased to highlight that our Managing Partner Rick Buoncore has been recognized by Forbes among the Best-In-State Wealth Advisors. He is named 5th out of 131 advisors on the Forbes Ohio list.
Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Considered advisors have a minimum of seven years experience, and the algorithm weighs 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 criterion due to varying client objectives and lack of audited data.
We remain committed to our clients and are focused on our mission to deliver quality service and advice to help clients navigate their financial lives.
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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