ACap Asset Management has been ranked a Top 10 Best Financial Planning / Wealth Management Firm in Los Angeles for 2018 by AdvisoryHQ, marking the second year in a row we have made the list. AdvisoryHQ, an independent financial review company, has highlighted some of the factors why our “boutique focus on physicians & medical professionals,” earned a top-rating of 5 in their full review. Below is an excerpt of our ranking and AdvisortHQ’s research methodology.
AdvisoryHQ Review
Socially Responsible Investing
For some investors, the opportunity to invest comes with added responsibility to support companies that are aligned with their values. ACap Asset Management is a Los Angeles financial advisory firm that offers socially responsible investing as a service.
Clients who wish to use their wealth and investment strategy to make a positive contribution to their communities and the world at large can work with these financial advisors in Los Angeles to create a financially and ethically sound portfolio, designed with their core values in mind.
Personalized Bookkeeping
Some people want more than their big money matters to be handled by a professional. Others want every little thing—down to their bills and small-scale accounting—to be totally outsourced.
For clients that prefer to outsource their financial paperwork, ACap Asset Management offers personalized bookkeeping.
This top Los Angeles wealth management firm will monitor a client’s income and expenses, reconcile bank and credit card statements, and prepare detailed reports for the client’s tax preparer.
Rating Summary
For medical professionals or for those working in the medical industry, ACap provides incredibly competitive and valuable financial planning and investment management services.
The combination of a boutique focus and fee-only structure provides a solid, expert foundation for physicians and medical professionals, earning ACap Asset Management a full 5-star rating as a top Los Angeles financial advisor.
Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/top-financial-advisors-los-angeles-ca-list-reviews-las-best-advisors/
Methodology
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 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.
ACap Asset Management, Inc. is a “Fee-Only” investment management firm headquartered in Los Angeles, CA specializing in helping doctors and healthcare professionals make sound financial decisions.
Contact ACap Asset Management at info@acapam.com or 818-272-8511.
