The Summa Group is ranked #32 out of the Top 100 Private Wealth Teams in the U.S. according to the recently published ranking by Forbes|Shook.
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focus on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records.
