RiverPoint Capital and Valerie Newell Lead Barron’s Ranking of Advisors in Ohio
Ranked Fourth Among Women Financial Advisors in the U.S.
Recognition Cements Standing as Leading Advisor
Cincinnati, OH – July 27, 2016
– RiverPoint Capital Management’s team, headed by Valerie L. Newell, Chairman and Managing Partner, has been recognized as the leading Financial Advisor in the state of Ohio, ranking first in Ohio among 1,200 advisors nationally on the 2016 list, according to Barron’s. The Barron’s rankings reflect the volume of assets managed, revenue produced, and the quality of the advisors’ practices. Barron’s also took into consideration the experience of RiverPoint’s senior advisers, who average19 years in the industry, and its client retention rate, to cement its rankings.
In addition to the top spot in Ohio, Newell and RiverPoint ranked fourth on Barron’s 2016 list of the Top 100 Women Financial Advisors in the United States. These accolades compliment RiverPoint’s recognition in 2015 from Barron’s as the 29th of the Top 100 Independent Wealth Advisors in the nation.
“We are extremely proud of this recognition,” said Leon H. Loewenstine, Chief Investment Strategist of RiverPoint, “and we want to thank all of our clients who made it possible.”
In addition to her work as Chairman and Managing Director, Newell also leads RiverPoint’s Wealth for Women offering – a specialized program tailored to women’s financial needs and goals.
“Equipped with an unparalleled female leadership team, we understand the unique intellect and approach that women bring to investing,” said Newell. “We are thrilled to be named again to such prestigious rankings which underscore our commitment to every client who walks through our doors.”
An industry veteran with more than 25 years of experience, Newell specializes in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. Newell has been recognized several times as a leading advisor. In 2014, she was ranked a Top 100 US Women Financial Adviser by the Financial Times.
About RiverPoint Capital Management
Founded with a mission of delivering leading investment advisory services to individuals, families and institutions, RiverPoint Capital Management provides in-depth investment and financial planning expertise through a team of experienced senior portfolio managers.
Visit www.riverpointcm.com for more information.ﾠ
RiverPoint Capital Management (“RiverPoint”) is an SEC registered investment adviser with its principal place of business in the State of Ohio. RiverPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which RiverPoint maintains clients. RiverPoint may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by RiverPoint with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about RiverPoint, including fees and services, please contact RiverPoint or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visit www.barrons.com.
Financial Times set a minimum of $200 Million in assets under management. Brokerages, private banks and registered investment advisors were invited to submit candidates for the list. The team used advisers’ self-reported data, regulatory disclosures and research to score attributes, such as assets under management, growth rate and credentials. The research was conducted on behalf of the Financial Times by Ignites Distribution Research, a Financial Times sister publication. For additional information visit www.ft.com.ﾠ