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

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