03/24/2021
James Chapman Featured in Forbes as Best-In-State-Wealth Advisor
Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that James F. Chapman, AWMA® has been recognized by Forbes in their Best-In-State Wealth Advisors ranking for 2021. James is a Wealth Advisor and the Chief Innovation Officer for Clearwater Capital Partners.
Advisors appearing in the Forbes Best-In-State ranking are chosen based on qualitative and quantitative criteria. The selection process is directed by SHOOK Research; an independent research firm retained by Forbes. SHOOK conducts an in-depth interview, along with a comprehensive review of industry experience, compliance records, revenue levels and assets under management.
Additional attention is paid to details such as team structures, credentials and community involvement. Nominees are assigned values on key metrics, including a SHOOK impact rating. Each Advisor is then indexed against all other Advisors and an algorithm assigns the final ranking.
“Ultimately, the only recognition that really matters is the gratitude we receive from our clients for the work and value we bring to long-term relationships. This said, it is also rewarding to be acknowledged by reputable institutions such as Forbes”, said James Chapman.
SHOOK Research strives to identify advisors who are leading the industry with best practices, while providing a high-quality experience for clients. This year over 33,000 nominations were received nationally from the financial services industry and just under 16,000 nominees were invited to participate in the evaluation process. Of these, just 118 achieved the final Best-In-State ranking for the state of Illinois.
“Clearwater Capital Partners places a premium on character and competency when helping our clients navigate the complexities of wealth management in a constantly changing world. Recognition for the dedication and fine work James provides our clients is well deserved”, said John Sleeting, Senior Partner.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.