Claudia Shilo, Ballentine Partners’ Chief Financial Officer, was ranked as a Top Advisor in Barron’s Top 1,200 Financial Advisors (she ranked #2 in NH). (The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced by the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. A ranking of “N” denotes “not ranked that year”.)
You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services. All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate. No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients. We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.