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CIA Advisor Ranked By Barron’s

Congratulations to our Chief Investment Strategist, Wes Moss, on his notable recognition as one of Barron’s Top 1,200 Financial Advisors.

With thousands of financial advisors to choose from, our firm is always quite honored when any of our advisors receive recognition from reputable sources. This year, we are happy to announce that Barron’s has included Wes Moss in the ranking for its Top 1,200 Financial Advisors.

Top advisors throughout the country have their work cut out for them: Yields on the benchmark U.S. 10-year Treasury, at about 2%, are barely outpacing inflation. But failure isn’t an option for this bunch. Our top advisors are sniffing out solid income opportunities everywhere from muni bonds to blue-chip dividend stocks to real estate investment trusts.

The rankings, covering advisors at Wall Street firms and independent outfits, are based on assets under management, revenues generated by advisors for their firms, and quality of practices. In evaluating advisors, we examine regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves.

To read more about how advisors are ranked and to review the full list, visit Barron’s online.


 

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