April 4, 2023
Please join us in congratulating, HC Partner and Chief Economic Officer, Stephen (Steve) Taddie, for ranking among the Best In State Advisors by FORBES.
“Recent bank failures at home and abroad are again putting recession fears front and center especially given the Federal Reserve’s resolve in raising interest rates to quell persistent inflation. The steady hand of a seasoned wealth advisor is needed now more than ever, as financial professionals everywhere double down to preserve and reallocate client assets.” The Forbes/SHOOK Best-In-State Wealth Advisors list of 2023 consists of 7,321 advisors who have a track record of success over time, collectively managing nearly $11 trillion in assets. “They are the very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.”
Steve came to HC through our merger with his firm Stellar Capital Management in 2020 and has become a vital part of the firm’s Investment/Portfolio planning processes and economic commentaries. We are thrilled to see him make the list again this year.
For the full list click here. And click here to access the full Shook Research Methodology.
About HoyleCohen LLC: HoyleCohen is a San Diego-based wealth management firm that offers financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make financial decisions by employing a holistic planning process which starts with understanding their life goals. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
Disclosures provided by SHOOK: Data provided by SHOOK® Research, LLC — Data as of 6/30/22. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Additional Disclosures: The criteria for consideration of this award includes a subjective assessment of independent financial planners, advisors and asset management firms, advisors who act as fiduciaries, firms that provide customized services, firms that have a high level of transparency, fee-only advisors and wealth managers, fee-based advisors who are also fiduciaries and firms that have a well-established and experienced advisory team. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award.
