Randy Garcia recognized by Forbes
Randy Garcia, CEO,, Investment Counsel Company

Randy Garcia recognized by Forbes

Forbes Magazine, in partnership with SHOOK Research, today announced the 2023 list of?America's Top Wealth Advisors, which spotlights the nation’s top financial advisors, “the very best advisors are laser focused on having a positive impact on their clients' lives; they want to add meaning and help them live better lives.” Forbes has ranked Randy Garcia, CEO of the Investment Counsel Company, as one of the top three wealth advisors in Nevada on the Forbes/SHOOK Best-In-State Wealth Advisors list. ?Forbes-Shook has also ranked Randy among their top 250 wealth advisors in the nation.

With fears resulting from recent bank failures hitting the ?banking sector and markets, wealth advisors are working overtime to ensure client assets are protected from potential consequences. Market volatility, coupled with the Federal Reserve’s commitment to increasing interest rates to quell inflation, have once again raised uncertainty among investors. ?Now more than ever, the steady hand of a seasoned investment advisor is needed as financial professionals everywhere double down to preserve client assets. The 250 financial professionals on the Forbes/SHOOK Top Wealth Advisors list have a track record of success over time, collectively managing nearly $1.3 trillion in assets. Advisors were nominated by their firm and then vetted, interviewed and ranked by SHOOK Research.?Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Founded in 1987, the Investment Counsel Company was among the first independent investment advisory firms in Nevada, providing prudent guidance and judgment to high-net-worth individuals and families, as well as foundations and company 401(k) plans. ICC’s experienced team of investment consultants are fiduciary advisors, professionals who are held to a client-care requirement that mandates always putting clients’ interests first. As fee-only fiduciary advisors, ICC professionals do not accept commissions on any products it recommends and discloses any conflicts of interest.

?If you have $1 million or more of investable assets, please visit our website: https://iccnv.com/?or call us at 702-871-8510 to learn more about how we can help you achieve all that is important to you and your family.

?Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if?Company?is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see?below as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary,?Company?did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of?Company?by any of its clients.?

ANY QUESTIONS:?ICC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please review?Important Disclosure Information?set forth in the last section of this website.

?The Forbes “America’s Top Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person interviews 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. Investment performance is not a criterion because client objectives and risk tolerances vary and advisors rarely have audited performance reports.?Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.?Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

?The?Forbes?ranking of “Best-In-State Wealth Advisors,” developed by Shook Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have?a minimum of seven years’ experience, and the algorithm weights?factors?like revenue trends,?assets under management, compliance?records, industry experience and those that encompass best practices in their practices and approach to working with clients.?Portfolio performance is not a criterion due to?varying?client objectives and lack?of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

要查看或添加评论,请登录

The Investment Counsel Company of Nevada的更多文章

社区洞察

其他会员也浏览了