SJS Investment Services Founder & CEO Scott Savage has been recognized in the top 10 of the Forbes 2021 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty the SJS team has demonstrated over the last 25 years,” says Scott.
The Forbes 2021 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. SHOOK Research received 32,725 nominations, invited 15,854 advisors to complete their online survey, performed 13,114 telephone interviews, conducted 2,085 in-person interviews at advisors’ location, and conducted 619 Web-based interviews.[2]
SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, AUM growth, typical client relationship size, and minimum account size for new business. Neither Scott Savage nor any other employees of SJS Investment Services provided any payment to Forbes or SHOOK Research in exchange for rankings, nor participated in any other interviews with Forbes or SHOOK Research, nor is aware of who nominated Scott for the ranking.
If you would like to learn more about how Scott and the SJS team work with individuals, families, and institutions, please reach out to us. We are always here to listen and assist.
Important Disclosure Information And Sources:
[1] “Forbes Best-In-State Wealth Advisors”. Jason Bisnoff & SHOOK Research, 11-Feb-2021, forbes.com.
[2] “Forbes Best-In-State Wealth Advisors Methodology 2021“. R.J. Shook, 11-Feb-2021, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
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