We are proud to announce that the 2013 National Association of Board Certified Advisory Practices (NABCAP) has recognized TFO Phoenix as a National Premier Advisor. NABCAP’s comprehensive evaluation scoring system, where 20 categories of practicing management are assessed, have placed TFO Phoenix in the top 5% of practices nationwide. This evaluating process reviews a firm’s Assets Under Management as well as other areas including average client size, top five specialties and designations, average assets per client, client to advisor time spent ratio, and advisor to staff ratio.
We want to congratulate our team for not only being listed as a Premier Advisor of Arizona but now being recognized as a National Premier Advisor.
Please view NABCAP’s National Premier Advisors digital publication by clicking on the image below.
TFO Phoenix, Inc. Third Party Recognition Disclosure: 2013 NABCAP National Premier Advisors Capital Reprints. 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. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. A disclosure of the criteria used in making these rankings is explained in the materials.