Simon Hamilton, Greg Smith and Chris Aime recognized in Forbes’ Best-In-State Wealth Advisors List for Northern Virginia
The Wise Investor Group, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, announced the recognition of three of its advisors to Forbes’ Best-In-State Wealth Advisors list. Managing Directors Simon Hamilton, Greg Smith and Chris Aime were recognized as top advisors in Virginia.
Forbes receives over 21,000 nominations for Best-In-State and selects only 2,000 of the top-performing advisors across the country within their respective states to honor. This recognition marks the second year advisors from The Wise Investor Group have received this prestigious distinction. Hamilton and Smith ranked were ranked in the top five and Aime ranked in the top 20 of Northern Virginia advisors.
“It’s an honor for three advisors with The Wise Investor Group to be recognized nationally. It speaks to the quality of their team and their commitment to provide the best financial solutions for clients,” said Mike Schroeder, President of Baird Private Wealth Management.
With more than 25 years of experience, Hamilton is a valued and trusted partner at The Wise Investor Group. Through strategic portfolio management he ensures clients’ asset allocations consists of high-quality companies. In addition, he leads the team in investment policy, security selection, asset allocation and client management decision making.
Smith, CFP®, ChFC®, CPWA®, CTFA, is a founding member of The Wise Investor Group, and plays a key role in the development of the team’s financial planning department. He is dedicated to maximizing the quality of life and minimizing the fear of running out of money for each client bydiligently personalizing financial plans.
Aime, CFP®, leads The Wise Investor Group’s trading department with over ten years of experience. He has an expertise in investment research and sits on The Wise Investor Group’s Investment Decision Committee.
The Forbes’ Best-In-State rankings are determined by an in-depth methodology developed by SHOOK Research that is based on an algorithm of qualitative criteria and quantitative criteria.The rigorous evaluation includes telephone and in-person interviews to assess an array of criteria including client retention, industry experience, compliance records, best practices, and assets under management.
Hamilton and Smith were both also recently named to Forbes’ 2018 list of America’s Top 250 Wealth Advisors.
To learn more about The Wise Investor Group and its approach to financial planning and investment management, visit www.thewiseinvestorgroup.com.
About The Wise Investor Group
The Wise Investor Group (www.thewiseinvestorgroup.com) at Baird is a full-service investment team located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the team follows a disciplined, research-based approach to value-oriented investment. Member SIPC.
