Disclosures related to recognitions given to Birch Hill Investment Advisors LLC, Birch Hill Principals, & Birch Hill Employees
Recognitions and rankings from rating services or publications are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Such recognitions should not be construed as an endorsement of the advisor. Recognitions may be based on information prepared and submitted by the advisor and not all advisors may elect to participate in the process. Criteria used in making these rankings are included below.
Five Star Wealth Managers
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. This recognition does not constitute a client testimonial because (a) clients do not participate in the nomination and pre-qualification process and (b) the use of consumer survey feedback in the regulatory history/consumer complaint process is insignificant in the overall award selection process. The objective of the Five Star Wealth recognition is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Award candidates are required to satisfy ten objective eligibility criteria, including credentials as an investment advisory representative or a registered investment advisor, minimum of 5 years of experience, favorable regulatory and complaint history review, a fulfilled firm review, and accepting new clients. Consideration was also given to one- and five-year client retention rates, client assets administered, the number of client households served, and educational and professional designations. Wealth managers do not pay a fee to be considered or placed on Five Star Wealth Managers’ final list. Please note the award is not indicative of future performance and provides no guarantee of future investment success.
The Boston Business Journal Top 25 Largest Independent Investment Advisers in Massachusetts
The rankings are by Total assets under management among Massachusetts based advisers. Using a survey, The Boston Business Journal requests advisors to provide data on their business. Birch Hill does not pay a fee to be considered or placed on the Largest Independent Investment Advisers in Massachusetts. This recognition does not look at past or present performance and provides no guarantee of future investment success.
FA (Financial Advisor)
Financial Advisor publishes a monthly magazine used by advisors, financial planners, and broker dealers. The ranking is based on Discretionary and Non-Discretionary Assets Under Management reported on our Form ADV. Birch Hill does not pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking nor did Birch Hill provide any data, other than our public ADV, to Financial Advisor Magazine. Our ranking does not look at past or present performance and provides no guarantee of future investment success.
AdvisoryHQ was launched in 2015 and is a review and ranking media for the financial advisory, investment, and wealth management sectors. AdvisoryHQ uses a “Top-Down Advisor Selection Methodology” 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. AdvisoryHQ’s review and ranking articles are independently researched and written. Using publicly available sources, AdvisoryHQ identified a wide range of financial advisors, registered investment managers, wealth managers, and financial planners that provide services in the Greater Boston area. After developing a comprehensive list of firms, the AdvisoryHQ review team applied initial methodology filters to narrow down the list. The initial filters include fee structure (fee-only vs. fee-based vs. commission-based structures), fiduciary duty, independence (a situation that minimizes conflict of interest issues) and scale of innovation (the degree to which advisors are constantly improving their services and business practices). Following the initial filtering process, AdvisoryHQ’s review team then conducted a deep-dive assessment of the remaining advisors to select the final list of top-ranking advisors, planners and wealth managers. When performing their deep-dive assessment and due diligence, the team applied the following selection filters: Resource availability (including the advisor to client ratio); Experience level; Transparency; Customized Services; Quality of Advisor’s website; Open door policy (i.e. firms that encourage clients to ask questions); and Audience (with a focus on those advisors and wealth managers who cater to and work with individuals and families).
Birch Hill Investment Advisors LLC and Birch Hill Principals do not provide compensation to publishers, their employees, or their consultants in exchange for being included in surveys or rankings.
Birch Hill does not provide legal or tax advice.