Portland, Oregon (PRWEB) August 05, 2017
McGee Wealth Management is included in the 2017 FT 300 list of top U.S. Registered Investment Advisers by Financial Times, and ranked 4th in Oregon. Financial Times uses a comprehensive formula to grade CERTIFIED FIANANCIAL PLANNER™ Professional Firms to compile the FT300 list. This list is compiled annually and features the top advisers at traditional financial advisory firms.
The Financial Times’ methodology is quantifiable and objective. To achieve the list, the Financial Times invited over 2,000 qualifying Financial Advisory Firms to complete a comprehensive application. In addition, FT added their own research including data from regulatory filings.
The formula used to grade advisers is based on six factors and calculates a numeric score for each adviser. Criteria used to determine those chosen include Assets under Management (AUM), AUM growth rate, companies’ years in existence, compliance record, Industry certifications, and online accessibility.
Judith McGee, L.H.D., C.F.P.® and Chair/CEO of McGee Wealth Management was the first female to receive her CERTIFIED FINANCIAL PLANNER™ certification. McGee has pioneered change and growth in the financial planning industry. McGee Wealth Management is nationally recognized, independent wealth advisory and investment management firm.
In 1982 Linette Dobbins CFP® joined McGee Wealth Management and now serves as President and CCO of the firm. Over the years the firm has received numerous honors, accolades, and awards. McGee Wealth Management advisors integrate financial services and asset management with holistic planning and consulting. With comprehensive services and philanthropic recognition, McGee Wealth Management believes that “Making Life a Richer Experience” exemplifies their stellar client relationships, built on trust and collaboration, with a strong focus on the financial needs of multi-generational families. McGee Wealth Management has been recognized by Forbes, America’s Top Advisors, Research Magazine’s Advisor Hall of Fame, and Barron’s Magazine.
McGee Wealth Management incorporates philanthropy within their mission statement, and practices this philosophy through an organized company policy developed by Ashley Baldwin, McGee Wealth Management’s Marketing Director. Giving back to the community is forefront in the firm’s endeavors to spend time and resources on needs within their community. All employees of McGee Wealth Management receive paid time off to participate in activities for a charity of their choice. McGee Wealth Management supports employee chosen charities by covering costs for entrance fees to charity runs and events.
About McGee Wealth Management
McGee Wealth Management’s key team members include Judith McGee, L.H.D., C.F.P.®, ChFC, CEO/Chairwoman (MWM) & Co-Branch manager (RJFS), D. Linette Dobbins, CFP®, President/CCO (MWM) & Co-Branch Manager (RJFS), and Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Financial Advisor (RJFS).
Visit http://www.McGeeWM.com, call 503-597-2222, or write 12455 SW 68th Ave. Portland, Oregon 97223 for more information. McGee Wealth Management is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. For media requests contact Diane Dennis with Inspired Media at info(at)inspiredmc(dot)com
The Financial Times FT 300 Registered Investment Advisors 2017 award had about 41.4% of the 725 advisor applicants being recognized as a Registered Investment Advisor. The FT used the database of RIAs who are registered with the U.S. Securities and Exchange Commission (SEC), and selected those practices reporting to the SEC that had $300 million or more in assets under management. Qualifying RIA firms filled out an online application and questionnaire that gave more information about their practices. That information was augmented with their own research on the candidates, including data from regulatory filings. The FT generated an internal score for each applicant based on six broad factors: advisor assets under management, AUM growth rate, the firm's years in operation, advisors' industry certifications (CFA, etc.), compliance record, and online accessibility. AUM and asset growth comprise roughly 65 percent to 70 percent of each RIA's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of RIA's from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Forbes: “Data provided by SHOOKTM Research, LLCData as of 3/31/17. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over a specific number of individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.