Scott Horn Featured as one of the Phoenix Business Journal’s Wealth Management Table of Experts

TFO Phoenix President Scott Horn was recently featured in the Phoenix Business Journal’s Wealth Management Table of Experts. Scott participated in a panel discussion alongside other local advisors and addressed topics such as what to consider when choosing a financial advisor, how to prepare younger generations for inheriting wealth and the importance of Connecting Wealth and Purpose®.

 

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TFO Phoenix, Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

This article is a publication of Phoenix Business Journal.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.

Projections, plans, and strategies are based on assumptions that may not come to pass.

Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

Tax information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.

Third-party rankings from Barron’s, for example, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. The Barron’s rankings are based on the volume of assets managed by advisers and their teams, revenues generated, and the quality of the advisers’ practices. The quality of practice component of the ranking includes regulatory record, length of time in the industry, charitable and philanthropic work, and other factors. Investment performance is not an explicit criterion, because clients’ investment goals differ.

Scott Horn Named a Top 5 Arizona Advisor by Barron’s Magazine for Third Consecutive Year

For the third straight year, our President Scott Horn has been named among the top 5 advisors in Arizona by Barron’s magazine. For the second consecutive year, Scott was named as the highest ranking advisor in Arizona employed by an Independent Registered Investment Advisor.

To see the full rankings, click below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

TFO Phoenix Named a 2016 “Best Places to Work” by the Phoenix Business Journal for the Third Consecutive Year

TFO Phoenix is excited to announce that we have been recognized as one of the “Best Places to Work” by the Phoenix Business Journal for the third consecutive year! TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We are honored to be recognized once again for our commitment to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

Scott Horn Earns Top 5 Arizona Advisor Ranking from Barron's Magazine for Second Straight Year

For the second consecutive year, TFO Phoenix’s President Scott Horn was named among the top 5 advisors in Arizona by Barron’s Magazine. Scott is once again the highest ranked advisor in Arizona employed by an Independent Registered Investment Advisor. Barron’s listing of top financial advisors by state appeared in the March 5, 2016 issue.

The full article and list of Arizona advisors can be viewed by clicking on the links provided below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

TFO Phoenix Awarded Spot on 2015 "Best Places to Work" List by Phoenix Business Journal

TFO Phoenix was recently recognized for the second consecutive year by the Phoenix Business Journal as one of the “Best Places to Work” in 2015. TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We continuously strive to foster an intellectually stimulating, rewarding and, most importantly, fun environment for our employees. We are honored to be recognized for our positive work environment and are committed to retaining it. We strongly believe that by nurturing dedicated and enthusiastic employees, they will give their best efforts every day to help our clients and exceed their expectations.

2015 Best Places to Work List

Scott Horn of TFO Phoenix Earns #2 Ranking in Arizona By Barron’s Magazine

Scott Horn, TFO Phoenix’s President, was ranked as the #2 Financial Advisor in Arizona by Barron’s Magazine. In addition, Scott was the highest-ranked advisor in Arizona employed by an independent Registered Investment Advisor. Barron’s listing of top financial advisors by state appeared in the February 21, 2015 issue.

The full article and list of Arizona advisors can be viewed by clicking on the links provided below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.