Disclosures
PSN
PSN – MANAGER OF THE DECADE 4Q24
Rating is for Churchill Management Group’s ETF Sector Rotation Strategy. The rating may not be representative of any one client’s experience because the rating reflects composite performance of multiple clients. The rating is not indicative of future performance. Manager of the Decade: had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
FORBES
FORBES TOP WEALTH ADVISORS FOR 2024
The ranking, which was developed by Forbes’ partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. The ranking algorithm is based on quality of practice learned through telephone and in-person interviews, 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 which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.