Stonegate Financial

Jameson Van Houten & Joe Kalmanovitz Invited to Barron’s Top Independent Advisors Summit

JAMESON VAN HOUTEN AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S
TOP INDEPENDENT ADVISORS SUMMIT

Phoenix (March 19, 2014) – Jameson Van Houten, President and Chief Investment Officer at Stonegate Capital Advisors, attended  Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 – 21 in Phoenix, AZ.

75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance.  This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices.  The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

“It was an honor to be part of such a high-caliber event that resonates with the industry’s leading advisors,” said Mr. Van Houten, CEO of Stonegate Capital Advisors.

            This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning. 

“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”

            Jameson Van Houten was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.  Associated participating firms included: Advisor Group,Ameriprise Financial Services, Charles Schwab, Commonwealth, Fidelity Investments, Interactive Brokers, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.