15 Mar Gratus Named in 11 Best Financial Advisors and Planners in Atlanta
For the second consecutive year, AdvisoryHQ included Gratus Capital in its list of 11 Best Financial Advisors and Planners in Atlanta for 2019.
AdvisoryHQ News Corp is a global news media and publishing institution that provides worldwide news coverage, publishes and distributes content for major news media companies, and prints independent reviews of top firms across different industries and sectors in the U.S., Canada, Europe, and Australia.
The selection process was based on a multi-step methodology for independently identifying, researching, and generating the annual list of top advisory firms in Atlanta. The wide range of assessment criteria included transparency, performance, team excellence, and experience.
In its review, AdvisoryHQ declared Gratus Capital to be “a stand-out among Atlanta’s wealth management and financial planning institutions” and “a great option to consider for 2019” for high-net-worth individuals, families, and organizations.
Researchers pointed to the firm’s fiduciary commitment and focus on client service as key factors that warranted Gratus Capital’s inclusion on the 2019 list of top Atlanta financial advisors and an overall five-star rating.
“We are extremely pleased to be honored by AdvisoryHQ as one of the 11 best financial advisors and planners in Atlanta for the second year in a row, ” said Gratus Capital founder and President Hank McLarty. “Our entire Gratus team works to provide a personalized and proactive approach for our clients.”
A detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated financial advisory firms can be found here.
About Gratus Capital, LLC
Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments, and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards. Contact us today to learn how we can help you reach your financial goals. _______________________________________________
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any recognized advisor paid a fee for the award. Information about the criteria used in making these rankings is available here.
About AdvisoryHQ Rankings
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.
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). 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 assets, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
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-add, 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. 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 is then published to the general public.