Joel Isaacson & Co., LLC (“Joel Isaacson”) is an SEC registered investment adviser located in New York, New York (please click here for our most recent Form ADV). Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Joel Isaacson), will be profitable or equal any historical performance level(s).
Certain portions of Joel Isaacson’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Joel Isaacson’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Joel Isaacson is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Joel Isaacson or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Rankings may reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Investment returns are not necessarily a component of the rankings. Joel Isaacson does not pay a fee for inclusion on these lists.
Financial Advisor magazine’s RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets. RIA rankings are not indicative of future performance or representative of any client experience.
Forbes Top 50 List Advisors qualified based on quantitative and qualitative factors. RIAs (registered investment advisors) qualified for the list if at least 50% of their clients include high net worth and/or non-high net worth individuals and conduct wealth management services including portfolio management services, asset allocation, manager selection and/or financial planning services
The Barron’s Top 100 Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor
The Financial Times top 300 Advisors criteria to qualify for their list, advisers had to have at least $300 million in assets under management (AUM) and be registered with the Securities and Exchange Commission (SEC). Additionally, at least 25% of the firm’s AUM had to be from individual investors. The Financial Times then reached out to the more than 2,000 firms meeting these criteria and asked them to fill out a comprehensive application. The Financial Times augmented the information with independent research, including data from regulatory filings. Of those considered, 300 firms were selected for the list.
Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Joel Isaacson or from any other investment professional. Joel Isaacson is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Industry rankings are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared or submitted by the advisor, or the amount of assets under management.
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