Litman Gregory Senior Advisors Chris Wheaton, CPA, CFP® and Gretchen Hollstein, CFP® have been named by Forbes as Best-in-State Wealth Advisors for 2022, the third year in a row. Published on Forbes.com, this annual list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the wealth management business. Forbes’ selection process is based on several key factors, including their years of experience, assets under management, compliance reviews, community involvement, and their approach to working with clients.
“We are proud to see Chris and Gretchen earn this outstanding recognition for three consecutive years,” said LGWM/iMGP CEO Jeff Seeley. “Having our advisory team members included in this Forbes list of talented advisors is a testament to how well they, and our broader team, guide and serve our clients’ interests first, especially during challenging and volatile environments.”
“I am honored to be included again on Forbes’ Best-in-State Wealth Advisors list. Since serving our clients is a team effort, I want to recognize our client service, operations and research team members who serve as the backbone to the exceptional service Litman Gregory advisors deliver to our wealth management clients.” said Chris.
Gretchen added, “I feel so fortunate to have work that is both meaningful and rewarding, with the bonus of the stellar team of people here at LGWM/iMGP. Hearing about the positive impact we make together on our clients’ well-being is reward in itself, but we appreciate that Forbes and SHOOK Research shine a light on our efforts.”
Chris joined Litman Gregory in 1997, and Gretchen in 2005. Both have over 25 years’ experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. Chris’ specialties include income tax planning, financial planning, and retirement planning. Gretchen’s experience includes extensive work in personal financial analysis, asset allocation, and multi-generation family gift and legacy planning.
The full list of Forbes Best-In-State Wealth Advisors can be viewed here.
The 2022 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on 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). Overall, 32,000 advisors from across the U.S. were nominated, and over 15,000 were interviewed by SHOOK Research analysts. This year’s list covered 5,224 financial advisors in the U.S. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Our Thoughts on the Silicon Valley Bank Failure
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Insight Newsletter—Winter 2023
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The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.