SOL Capital Management Ranked Among Top 100 Financial Advisors by CNBC
The team at SOL Capital Management is pleased to announce the firm has been ranked among the top 100 financial advisors by CNBC for 2019. According to CNBC, “The CNBC FA 100 celebrates forward-thinking advisory firms that continue to uncover new and better ways to help clients navigate through their complex financial life. We are very excited to have achieved this milestone. Thank you to all of our clients and team members who have worked with us tirelessly to grow this firm into what it has become today.
Since 1987, the SOL Capital Management team has been dedicated to providing clients a consistent, transparent and disciplined approach to asset management. We feel that it is most important to truly partner with you, our clients, to provide the comfort needed to delegate your investment responsibilities. Each day, we strive to gain your confidence in knowing that a highly-skilled team of professionals are assisting you in managing your investment needs.
One of the key points of the CNBC FA 100 list is, “The FA 100 recognizes those advisory firms that continue to find ways to work closely with clients to help them mitigate risk and meet their financial goals.” The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.
According to our founding partners Rajmiel Odinec and Samuel Sandler, “we are proud to be part of this ranking and value the support we have received from our clients, our service providers and our dedicated staff”.
We thank you for all of your support over the years, and we look forward to continuing to serve all of your investment needs.
SOL Capital Management did not pay any fees to be included in this ranking. CNBC in partnership with AccuPoint designed the criteria for the ranking. For more information, visit CNBC FA 100 list.
IMPORTANT RANKINGS & Recognition DISCLOSURE INFORMATION
