Heck Capital Ranked as a Top 50 Wealth Manager of 2013
Submitted by Heck Capital Advisors on March 8th, 2013Heck Capital was honored to be ranked as one of the Top 50 Wealth Managers in Forbes 2013 April edition. The Forbes article highlights three areas of the Registered Investment Advisory (RIA) space, “The Biggest, Fastest Growing, and Emerging Talent".
The RIA Database ranked the firms using data as reported on March 31, 2013 based on their growth in total assets under management as well as on quantitative and qualitative factors including at least 50% of their clients as high-net-worth individuals and 50% of their clients as non-high-net-worth individuals. While the list included firms affiliated with banks and broker-dealers, it excluded dually registered advisors where their primary form of business is managing hedge funds or mutual funds. Additionally, qualified advisors must offer services including portfolio management services, asset allocation, manager selection and/or financial planning services.
No business paid a fee to be considered for this award, nor could any business pay to be included. This rating is not indicative of Heck Capital’s future performance nor does it represent any one client’s experience because the rating reflects a sample of all clients.
Source Links: https://www.forbes.com/sites/halahtouryalai/2013/04/10/the-biggest-fastest-growing-and-emerging-talent/#604df2c8c1cf and https://www.forbes.com/special-report/2013/top-50-wealth-managers.html
