Forbes Best in State Advisors

Andrew Dodds was recently recognized by Forbes magazine as one of the 2018 Best-In-State Wealth Advisors for Colorado.

The Forbes Best-In-State Wealth Advisor Ranking, Developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Nether Forbes nor SHOOK Research receives a fee in exchange for rankings.

John Dodds