Joel Rand, CIMA Featured on Forbes’ 2021 List of Best-In-State Wealth Advisors

By TRG Advisors on March 8, 2021

Kihei, Hawaii February 11, 2021 – The Rand Group | Hightower is proud to announce that Joel Rand, CIMA has been listed in the Forbes 2021 list of the Best-In-State Wealth Advisors.

The annual spotlights the top advisors in all 50 states, and this year’s includes more than 4,000 wealth managers from around the country. 2021 marks the third year Joel Rand has been featured on the list. He’s been previously recognized in 2019 and 2020.

“I am both incredibly honored and humbled to be recognized on Forbes’ Best-In-State Wealth Advisors list for the third year. Thank you to our wonderful clients who continue show their support as we strive to make a positive impact on their lives and to our team, who ensure we provide a top-tier client experience,” said Joel Rand.

The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled though analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 32,000 nominees.

Advisors who made the Forbes’ list were nominated by their respective firms, and then ranked based on an algorithm developed by SHOOK Research. View the full list here.

The Rand Group is a Family Wealth Management Practice team of investment and client service professionals dedicated to providing you with a wealth management experience marked by excellence, attention to detail and personalization.

California has also been featured on Forbes’ Best-in-State Wealth Advisors 2019 and 2020.

 

About The Rand Group

The Rand Group is a boutique, private wealth management practice providing holistic financial planning and sophisticated portfolio management services to a select group of individuals, families, and family-owned businesses.

As Fiduciaries, we serve our clients as trusted personal advisors, creating and implementing custom strategies that help them achieve their goals, whether that be the preservation of their legacy, transition into a new life stage, or simply peace of mind.

Our team brings years of industry experience serving our clients’ distinct, complex wealth management needs. We take great pride in providing a high level of service and proactive, comprehensive advice.

 

About Hightower

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.


The Rand Group is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. The Rand Group and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. The Rand Group and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. The Rand Group and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. The Rand Group and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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