Janiczek Wealth Management is pleased to announce it was named, Most Outstanding for Evidence Based Investing for High Net Worth and Ultra-High Net Worth Investors by Global Business Insight. The award recognizes our commitment to the disciplines of Evidence Based Investing (EBI).
Evidence Based Investing (EBI) is an approach grounded in empirical research that seeks to minimize the investor behavior penalty (unforced and typically emotionally-based buy, sell or wait errors made by investors).
To access Evidence Based Investing oriented investment commentary, chart of the month and white papers, click here.
To access a variety of investment tips and research on Dynamic Wealth & Portfolio Management, click here.
To download a white paper on Evidence Based Investing, click here.
For more information go to Janiczek.com or call Cathy Wegner, Director of New Client Engagements, at 303-339-4480 or cwegner@janiczek.com.
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 Janiczek is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek 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.
Sources
Barron’s – March – 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014; Forbes – 2021, 2020; Financial Times – 2017, 2015; Expertise.com – 2021, 2020, 2019, 2018, 2017; AdvisoryHQ – March 2021-2020, 2019, 2018, 2017, 2016; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002; Colorado Independent Publishers Association (CIPA) 2001;
Award Selection Criteria for Top Financial Advisors
Barron’s – Rankings are based on data provided by advisors. Included factors were assets under management, regulatory record, revenue produced for the firm, quality of practice and philanthropic work. Investment performance is not an explicit component.
Forbes – Advisors are chosen based on in-person interviews, industry experience, compliance records, revenue trends, assets under management, and best practices and approach to working with clients.
Financial Times – Rankings are based on data provided by investment firms. Included factors were assets under management, asset retention, years of experience, FINRA compliance record. Investment performance is not an explicit component.
Expertise.com – Selection is based on the following criteria: reputation, credibility, experience, availability and professionalism. Further details on this process are available at: https://www.expertise.com/our-selection-process.
Advisory HQ – Rankings are based on data provided by investment firms. Included factors were fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.
Mutual Funds Magazine – Rankings are based on data provided by investment firms. Included factors were nomination by peers, higher education, professional accreditations, SEC and state registrations, fee structure, assets under management, minimum client portfolio, years of experience and SEC filings. Investment performance is not an explicit component.
Worth Magazine – Rankings are based on data provided by investment firms. Included factors were professional designation and background, client retention rates, average portfolio returns, fee structures and sample financial plans were submitted for review. Investment performance is not an explicit component.
CIPA – The annual contest is sponsored by the Colorado Independent Publishers Association (CIPA). Entries are scored according to established minimum criteria. Judges include teachers, business leaders, authors, critics, editors, readers and others.
