1USAFacts.org, “What Percentage of Americans Own Stocks?” March, 2021
The Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, October 12, 2021. Data provided by SHOOK® Research, LLC. Data as of 3/31/21. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. For more information: http://details-he.re/zaDsnS