Nations Top Wealth Advisors - October 2006
Patrick T. Hanratty, CPA/PFS, CFP® and Neil R. Waxman, CFP® are included in Robb Report Worth Magazine’s: The Nation’s 100 Most Exclusive Wealth Advisors, as announced in the October 2006 edition. Hanratty and Waxman are the only two Cleveland area financial advisors to make the list and are two of four listed in the state. Robb Report Worth Magazine’s Top Advisors list in the October issue is the culmination of a year of extensive research by Worth’s editorial staff. The editors reviewed hundreds of nominations by readers, as well those provided by executives at private banks, wealth management and investment firms, and industry associations. Worth’s editors only considered wealth advisors with at least 10 years of experience and those who have proved to be capable of managing accounts of at least $10 million--although most of the advisors on the list have clients worth many times that amount. “Our goal is to identify those who posses the superior qualities that define a top wealth advisor: vigilance, expertise and the ability to communicate honestly and frankly with clients,” explained Worth Editor-in-Chief Dwight Cass. Nominated advisors responded to an extensive questionnaire in which they listed their educational credentials, compensation structure, client retention rate, outlook on the investment climate and model portfolio returns. Those selected for the list devised and executed the most innovative yet appropriate solutions to their clients’ financial problems. Hanratty and Waxman adamantly maintain that this acclaim is really about all of the firm’s members, and reflects upon the team’s commitment to Capital Advisors’ Guiding Principles. Both Hanratty and Waxman believe, “Our success is a direct result of the efforts of every single member of this firm.”
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Capital Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
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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.
S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States
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