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Awards listed on this website are based on the entrants’ submissions and their responses to a number of specific questions, which may include information pertaining to a description of the business, staffing metrics, current assets under management and growth, client services offered, investment returns, investment discipline, investment selection process, stability of investment team, investor relations, operations infrastructure, client experience and other performance metrics. The methodology for assessing each submission has not been validated or verified by Optima.
Awards may be conferred by a panel of industry executives or through a general voting process. Some nominations include an associated awards ceremony for which the advisor compensates the award provider to sponsor the event. Optima does not pay a fee to any publication or award provider to be considered for or included in the rankings.
Optima is not affiliated with any of the publications or entities who publish these rankings.