Third-party rankings and recognition from rating services or publications 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. Investment performance is not an explicit criterion, because clients’ investment goals differ.
TFO Phoenix pays a membership fee to be involved with The Family Wealth Alliance. However, neither the Firm nor the nominee paid a fee for inclusion to the 2020 Family Wealth Alliance Top Young Professionals Award. In order to be nominated a candidate must be an established professional leader with a strong record of innovation and outstanding performance, under the age of 40 as of 01/01/20, employed at an established or aspiring family wealth firm, supported by the nominee’s President/CEO, direct supervisor, or an Alliance member, and nominations must have been submitted by 5 p.m. ET on 05/31/20. The scoring criteria was based on three criteria, equally weighted and averaged together to calculate a nominees overall score. Weighting was executed by a computerized scoring system. Judges provided their unbiased assessment on each candidate, and looked for the following elements for review: thoughtfulness of the application, insights into the industry, introspective reflections and considerations, demonstrated impact, Does the candidate seem to focus on putting clients’ interests above their own?, Does the candidate appear to have high standards and values?, and Does leadership see true potential in the candidate?