Stonebrook Private’s CIO, Spencer Knickerbocker, CFA, CAIA, CFP®, was featured in a recent InvestmentNews piece with his view on the US Dollar and how he is positioning portfolios accordingly.
Here at Stonebrook Private, we have taken the recent rally in International Developed Stocks and weakness in the dollar as an opportunity to add to our domestic overweight.
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Citywire 50 Growers Across America (2023-2024): Stonebrook Private was ranked as a 50 Growers Across America RIA in August 2024 by Citywire, based on Form ADV data from 2023. Stonebrook Private did not pay a fee to be included in the ranking. The list is an independent, third-party ranking using publicly available data with no input or data submission by Stonebrook Private or its advisors. In summary, Citywire evaluated publicly available data on the number of financial planning clients, excluding RIAs that are affiliated with a broker-dealer or other institution, and looked at percentage growth and monetary growth in assets under management, and percentage growth in employees in 2023. For more information, visit Citywire RIA: 50 Growers Across America 2024.
Source: Forbes.com (Awarded April 2023 to Todd D. Knickerbocker, data compiled by Shook Research LLC based on time period from 6/30/2021 to 6/30/2022). Advisors considered for the list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, client satisfaction/retention, compliance records, and community involvement, among others. Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Forbes and / or Shook Research LLC are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. For more information, visit Forbe's Best-In-State Wealth Advisors.
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