Capital Advisors, Ltd. Awarded 2016 Best Practices Award by Investmentnews
Monday, December 5, 2016
Fourth annual awards program recognizes firms for excellence in practice management, financial performance, & innovation
Cleveland, OH – November 10, 2016 – InvestmentNews named Capital Advisors, Ltd. as 1 of 12 winners of the 2016 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The 12 winners of the InvestmentNews Best Practices Awards were identified through their participation in the 2016 Financial Performance Study of Advisory Firms, and recognized at The Best Practices Award and Workshop at the New York Athletic Club in New York City, on October 18th.
“The firms that have seen the most growth are those that have been the most strategically managed,” said Mark Bruno, Associate Publisher of InvestmentNews. “Capital Advisors is one of those firms, and its leaders executed on their strategic plans more effectively than most firms in the industry. They are an excellent example of how – and why – professionally run wealth management firms are out-performing and well-positioned for long-term success.”
“We are honored to be considered amongst some of the finest wealth management firms in the country,” said Neil Waxman, Managing Director, Capital Advisors, Ltd. “To my mind, recognition of best practice is some of the highest praise we can attain, because it confirms what our team works so diligently to achieve: commitment to excellence, prudence, and consistency in bringing to bear a superior level of service to our clients.”
To identify the 2016 Best Practices Award winners, InvestmentNews Research created composite scores that examined the rate of growth, profitability and productivity levels for all the participants in the 2016 InvestmentNews Financial Performance Study. The firms classified as having “Best Practices” were those who ranked among the top-quartile of all participants; however, a number were selected for extensive qualitative interviews conducted by the InvestmentNews Best Practices Committee, in order to select the 12 winners.
This is the fourth consecutive year that InvestmentNews has recognized the industry’s top-performing firms as part of the Best Practices program. All of the firms honored have participated in InvestmentNews’ primary benchmarking studies: The Advisers Compensation & Staffing Study, The Financial Performance Study of Advisory Firms and The Adviser Technology Study.
About Capital Advisors Ltd.
Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful, business owners and individuals achieve perspective, vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans increasing the probability of successful outcomes. Capital Advisors’ proprietary, customized financial pro forma, CFM Horizon™ - Financial Road Map gives clients a top down view of their financial affairs. Capital Advisors, Ltd. falls into the industry classification of Elite Ensemble Practice, and its firm members have over 230 years of cumulative experience. For more information, visit http://www.capitaladvisorsltd.com.
InvestmentNews, a publication of Crain’s Communications 2016 Financial Performance Study, performed in April – June 2016, included 222 independent advisory firms who supplied financial statements, in addition to providing staffing, growth, & strategy, business development & marketing, services, & fees, and equity management data on their practices. These firms did not pay a fee to be considered for the Best Practices Award.
The award is not indicative of the wealth manager’s future performance.
The views and opinions expressed herein are those of the author and may or may not represent the views of Capital Analysts or Lincoln Investment. Articles are not written or produced by the named representative and the information has not been verified. There is no guarantee as to the completeness or accuracy of the content. Quotes and remarks have been excerpted from conversations with the interviewer and may have been taken out of context. All remarks are hypothetical in nature and are intended to be informational only. They should not be regarded as investment advice, performance claims or testimonials. This is not a solicitation, recommendation or endorsement of any investment, investment strategy, tax strategy or legal advice. There is no guarantee that any strategies discussed will result in a positive outcome or the achievement of financial or retirement goals. A plan of regular investing does not assure a profit or protect against loss in a declining market. You should discuss any legal, tax or financial matters with the appropriate professional. All investing involves risk and no investment strategy can guarantee a profit or protect against loss, including the potential loss of principal.
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About the Writers
Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.
It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.
Aggregated Portfolio Data as of 12-19-2023.
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Capital Advisors, Ltd., 20600 Chagrin Boulevard 1115 Tower East Shaker Heights, Ohio 44122
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