The Pursuit of Investment Excellence

The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2023, data as of 06/30/2023). IEQ is among 100 advisory firms ranked. The annual ranking of independent advisory companies is based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and succession planning. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $15,000 annual membership for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://www.barrons.com/advisor/articles/the-top-independent-advisors-and-rias-how-to-pick-the-right-one-for-you-51663358400?tesla=y

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (April 2024, data as of 06/30/2023). IEQ’s advisors are among the 250 advisors ranked. Advisors are recommended, and nominated, by their firm. The annual ranking is based on an algorithm of qualitative criteria learned through telephone, virtual, and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2024/04/03/methodology-americas-top-wealth-advisors-2024/?sh=4de417364764

The Great Place to Work® ranking (May 2024) determines its lists using its proprietary For All methodology to evaluate and certify organizations in America’s largest ongoing annual workforce study. To become Certified, companies must survey their employees using GPTW’s flagship assessment, the Trust Index©, and complete a Culture Brief. IEQ pays GPTW a membership fee of $5,200 to participate in the survey. More information can be found here: https://www.greatplacetowork.com/our-methodology