Daniel Roe, Chief Investment Officer of Columbus-based CI Budros Ruhlin Roe, Inc. has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors. The list ranked over 2,000 advisors in the United States and Dan was ranked number 7 in the state of Ohio.
Roe joined CI Budros Ruhlin Roe in 1996 and is a Certified financial Planner® certificant; he has been in the financial services industry for more than 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national print media and on leading financial social media sites. He also authors the firm’s Market Outlook and created the firm’s “5 Minutes on the Markets” multimedia presentations.
“It’s an honor to be ranked on the Forbes list for our great state of Ohio,” said Roe. “The recognition is really a reflection of our entire team’s collaborative approach.”
Founded in 1979, CI Budros Ruhlin Roe sets itself apart from other wealth management firms through its independent, fee-only structure and its disciplined financial planning and investment strategies.
“Each client is unique and requires a personalized approach to meet their goals. And this is something we’ve been doing for nearly 40 years,” added Roe.
You may access the Forbes Best-In-State list here.
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 criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
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 CI Budros Ruhlin Roe, Inc. 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. Unless expressly indicated to the contrary, CI Budros Ruhlin Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of CI Budros Ruhlin Roe, Inc. by any of its clients. ANY QUESTIONS: CI Budros Ruhlin Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.