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Hausman Advisors LLC included in AdvisoryHQ 2019 Ranking of Portland's Top 8 Financial Advisors

Thursday, August 8, 2019

Hausman Advisors LLC was recently recognized as one of the best wealth advisors in Portland, Oregon by AdvisoryHQ, an independent research organization. The firm was selected as one of the “8 Best Financial Advisors” in the area after the research organization’s objective analysis.  https://www.advisoryhq.com/articles/top-rated-financial-advisors-in-portland-oregon/

"We are very excited to again be honored as one of the city's best wealth advisors," said Jason A. Smith, Managing Principal. "It's gratifying to be recognized for the quality of our services, even more so because the firms from which the top 8 are identified are not able to influence the rankings in any way. With too many rankings or reviews based on a single metric (like firm size) instead of a meaningful representation of the quality of service or skill, AdvisoryHQ’s process is importantly unbiased, objective, and consumer-centric”.

According to AdvisoryHQ’s website, their goal was “to generate a more reflective award ranking of the top advisors and investment managers [in Portland]. AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. AdvisoryHQ developed a breakthrough ‘Top-Down Advisor Selection Methodology’ that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience”.

To explore the services of Hausman Advisors LLC or to set up an introductory meeting, please contact us at (503) 922-3010 or karen@hausmanadvisors.com

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition as indicated at the links below.

Award Criteria Disclosure

AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms.  AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms.

The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public. 

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/frequently-asked-questions/

The information contained in the rankings is for informational purposes only and the views and opinions expressed are the author’s own and not necessarily those of the Firm. Awards and accolades are given by non-affiliated third parties that are independent of the Firm. None of the information provided is an indication of any client’s experience, past or present, with Hausman Advisors and the services offered by the firm. Hausman Advisors makes no warranties with regard to the information or results obtained by its use (or lack thereof) and disclaims any liability arising out of the use of, or reliance on, the information. Past performance is not indicative of future returns. For additional information and disclosures about Hausman Advisors, please review our Form ADV at http://www.adviserinfo.sec.gov/.

 

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202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010

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Portland, OR 97223
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