Shareholder and advisor, Evan Schmidt, has been acknowledged as a best-in-state next-gen advisor.
We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm is done with a clear purpose, to guide our clients with equity grants to the best of our ability.
“The problem is incorporating employer stock into a financial plan is not straightforward. There’s no one-size-fits-all solution, which is why the process can be frustrating and overwhelming. It’s also why DIY tools can disappoint.”
This was one of the many things that Forbes and Shook Research took into consideration during their due diligence process. They employ a unique methodology based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
Included below is a high level overview of the criteria used:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
You can find out more here