The Wise Investor Group Recognized in Forbes’ Elite List of America’s Top 250 Wealth Advisors

10/20/17

The Wise Investor Group’s Managing Director and Portfolio Manager, Simon Hamilton, has been named one of the nation’s most esteemed wealth advisors as part of Forbes’ 2017 list of America’s Top 250 Wealth Advisors.

The national list, developed by Forbes’ partner SHOOK Research, is based on a rigorous evaluation including telephone and in-person interviews, an algorithm of qualitative criteria, such as client retention, industry experience, compliance records and firm nominations, and quantitative data including assets under management. 

SHOOK sets detailed minimum thresholds to narrow in on high-quality advisors for Forbes’ list. Over 19,800 advisors were nominated to be considered, just over 4,500 were asked to complete an online survey by SHOOK and less than 1,000 advisors were selected to conduct in-person interviews at their offices.

The final 250 wealth advisors published to Forbes are handpicked based on SHOOK’s intensive research, and are advisors that R.J. Shook, President and CEO of SHOOK Research, would personally recommend to his friends and family.

The 250 members of Forbes' 2017 list collectively manage $672 billion in client assets while serving a client base that ranges from billionaire tech CEOs to small business owners and wealthy heirs.

“This recognition from Forbes is a testament to the expertise of our entire team and our commitment to clients,” said Hamilton. “We manage the Wise Investor Group with integrity and dedication to our clients. In today’s market, this means going above and beyond investments to help them manage every aspect of their finances and achieve true financial wellness.”

At the Wise Investor Group, Hamilton leads the team’s Portfolio Management department and is an instrumental voice in the investment policy, asset allocation and client management decision making.

Additionally, the Wise Investor Group has been recognized regionally for its best practices and was recently listed in Northern Virginia magazine’s annual Top Financial Professionals.

About The Wise Investor Group

The Wise Investor Group (www.thewiseinvestorgroup.com) at Robert W. Baird & Co. is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment. Member SIPC.

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