We are #1! (Brokerage Report Card)

The Investment Executive has recently released the 2019 Brokerage Report Card (attached). We are pleased to report that our firm has been ranked #1 among our peers with an overall ranking of 9.6 out of a maximum score of 10. Of the many areas rated, we were #1 for back office and admin support, relationship with compliance, P.M. support, branch management, firm’s delivery on promises, financial stability, ethics and culture. Clearly, we are not perfect, but we are pretty darn good!

Brokerage Report Card - Investment Executive, May 2019


See the full report here: 2019 Brokerage Report Card

Share This Post

More To Explore

How Green are Green Bonds?

The world has played fast and loose with the word “green” for many, many years now. Everyone wants to use the green label these days,


  Recent events remind us of 1968, when we pointed our TV antennas to the south and watched history unfold. Martin Luther King and Robert

Speak With An Advisor

Need help understanding investment opportunities, how to manage your money or need guidance for the current climate?
Our expert advisors are educators first and we’re here to help.

Ask An Ethical Investment Expert