HOYLECOHEN AWARDS AND RECOGNITION

Excellence In Action
At HoyleCohen, we believe a satisfied client is the most important recognition we can earn. That’s why we work so hard to consistently deliver the personalized high-touch service, customized solutions and impactful advice our clients have come to expect from us. We aspire to be a leader in our industry and one of the best places for talented, high-integrity people to work in any industry. As a result, we consider it a meaningful affirmation when others with an independent perspective recognize our excellence.

Recently, some of the notable HoyleCohen team awards include:

Named by Barron’s as one of the Top 100 Independent Advisors in the country.
Named a Top 300 Registered Investment Adviser by the Financial Times.
Selected as one of the Best Places to Work in San Diego, and ranked the 2nd Best Place to Work among the nominees in the small business category by the San Diego Business Journal.
Ranked the 8th fastest growing Registered Investment Advisory firm in the U.S. in Financial Advisor magazines 2018 Top 50 Fastest Growing RIAs with more than $1.7B AUM.

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DISCLOSURES:
Barron’s Top 100
Disclosure provided by Barron’s: The ranking above reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.

Additional Disclosures: Barron’s requested HoyleCohen apply for this ranking. The information for the ranking was compiled by HoyleCohen, and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. The 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. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.

FT 300
Disclosures provided by The Financial Times: This fifth edition of the FT 300 assesses registered investment advisers (RIAs) on traits desirable to clients. To ensure a list of established companies with substantial expertise, the FT examines the database of RIAs registered with the US Securities and Exchange Commission and select those that reported $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs have no subjective input. The FT invites qualifying RIA companies — more than 2,000 — to complete a lengthy application that gives the publication more information about them. They add this to their own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons for these criteria are as follows: AUM signals experience managing money and client trust; AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on one- and two-year growth rates; Companies’ years in existence indicates reliability and experience of managing assets through different market environments; Compliance record provides evidence of past client disputes — a string of complaints can signal potential problems, for example; Industry certifications (CFA, CFP®, etc.) show the company’s staff has industry knowledge and signals a professional commitment to investment skills; Online accessibility demonstrates a desire to provide easy access and transparent contact information. AUM comprised approximately 70 to 75 per cent of each adviser’s score, while asset growth accounted for 15 to 20 per cent. Additionally, the FT caps the number of companies from any one state, based roughly on the distribution of millionaires across the US. The research was conducted for this report by Ignites Research, an FT sister publication.

Additional Disclosures: The information for the ranking was compiled by HoyleCohen and may or may not be verified by The Financial Times. The 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. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.

San Diego Business Journal’s Best Places to Work
Disclosures provided by San Diego Business Journal: Companies voluntarily participated in a two-part survey process to determine the Best Places to Work in San Diego. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process in San Diego, analyzed the data, and determined the final rankings.

Additional Disclosures: HoyleCohen applied for this award, and the information for the ranking was compiled by HoyleCohen and may or may not be verified by Best Companies Group. The 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. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.

Financial Advisor Magazine Fastest Growing RIA
Disclosures provided by Financial Advisors Magazine: Financial Advisor Magazine recognizes HoyleCohen LLC as a 2018 Financial Advisor Magazine “Top 50 Fastest-Growing Firms with More than $1.7 Billion in AUM” and in its “Top 2018 RIA Ranking.” These ranking were based upon an independent analysis of multiple criteria of the Firm. This annual ranking is based on the percentage of growth in assets under management from the previous year.

Additional Disclosures: The information for the ranking was compiled by HoyleCohen and may or may not be verified by Financial Advisor Magazine. The 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. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.

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