Nations Top Wealth Advisors - October 2007
Patrick T. Hanratty, CPA/PFS, CFP® and Neil R. Waxman, CFP® are included in Worth Magazine’s: The Nation’s Top 100 Wealth Advisors, as published in the October 2007 edition. Hanratty and Waxman are the only two Cleveland area financial advisors to make the list, and are two of only four listed in the state of Ohio. This was the fifth consecutive time Waxman has been named, and Hanratty’s second time in as many years. Worth Magazine’s The Top 100 Wealth Advisors 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.
In choosing “America’s Premier Financial Strategists for Global Investing,” Worth Magazine reviewed nominated advisors’ responses 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. According to Worth Editor Douglas McWhirter, honorees “explained their insights clearly, concisely, and with conviction---exactly how they should communicate with their clients.” Hanratty and Waxman adamantly maintain that this is a firm-wide award, resulting from the efforts of every firm member, due in large part to teamwork, our guiding principles, and over 100 years of cumulative experience
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
Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.
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