Five SageView Advisory Teams Recognized in Top Ranking by Barron's
SageView is pleased to share that five of our teams have been recognized by Barron's as part of the 2021 Top 100 Institutional Consulting Teams. The ranking specifically recognizes teams that specialize in investment consulting for defined contribution plans, defined benefit plans, endowments and foundations.
Congratulations to the following SageView Teams:
SageView Newport Beach
SageView South (Knoxville, TN and Atlanta, GA)
To determine the ranking, Barron's uses a formula that features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of Practice. In addition to quantitative data, Barron's evaluates teams on a range of qualitative factors, including the advisors' experience, their advanced degrees and industry designations, the size, shape and diversity of their teams, their charitable and philanthropic work, and compliance records.
The full list can be viewed here.