Paul Rand Named to AdvisorHub’s ‘Advisors to Watch’ List for 2024

By TRG Advisors on July 16, 2024

Newport Beach, CA | July 2024 — AdvisorHub recently released their ‘2024 Advisors to Watch’ list, naming Paul Rand, Managing Director and Partner with The Rand Group, as one of 200 advisors to watch for the second consecutive year.

“Being named to AdvisorHub’s list is a true honor and a reflection of our team’s dedication to hard work on behalf of the clients we serve,” said Paul. “I am grateful for the trust our clients place in us and for the relationships that we’ve built over the years that have driven the growth of our practice.”

AdvisorHub bases its yearly rankings on three main criteria: 1) Scope of practice, measured by assets, production, and level of service; 2) Growth of practice, including year-over-year increases in assets, households, and production; and 3) Professionalism, which encompasses regulatory record, community service, and team diversity.

Paul specializes in financial planning and investment management services for individuals, families, businesses, and philanthropic organizations. For more than two decades, he has helped individuals navigate financial challenges by providing comprehensive, value-based investment solutions. As a member of TRG’s investment committee, Paul focuses on Thematic Portfolios, Sustainable Investing integration, and Alternative Investments. He is a supporter and member of The Forum for Sustainable and Responsible Investment (US SIF), and the Global Impact Investing Network (GIIN). Paul also co-hosts Invested, The Rand Group’s signature podcast.

About The Rand Group The Rand Group offers financial planning and investment management for individuals and families, specializing in services tailored to small business owners, executives, and women. With offices in Newport Beach, California, and Kihei, Hawaii, The Rand Group offers guidance in traditional and alternative investments, retirement planning, estate planning, insurance and risk assessment, tax strategies, and liability analysis. To connect with The Rand Group, please visit their website or call the office directly at 1-888-546-4640.

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.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

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Newport Beach, CA 92660
Office: (949) 566-8326

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Kihei, HI 96753
Office: (808) 495-8000

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