The Investopedia 100 seeks to measure influence as well as quantify the impact that financial advisors have on their clients and the broader financial community.
Appleton, WI (June 7, 2018) – ETF Investment Strategist, iSectors®, LLC is proud to announce that its CEO and founder, Vern Sumnicht and Chief Investment Officer, Charles (Chuck) Self, have both been named to the list of the 100 most influential financial advisors in the U.S. as part of the 2018 INVESTOPEDIA 100.
Investopedia’s data science and editorial teams ranked the 100 financial advisors with the most significant influence across digital publishing and social platforms. They also measured and created a matrix of influence to see which advisors followed one-another across social platforms. The more followers an advisor has within the community, the higher their score. The publication weighed all of these factors appropriately in order to determine its final ranking.
Advisors were invited to apply for this year’s list. Those included were also rated by Investopedia editors on the quality of the information they produced and shared across media channels. While it accounted for the size of their followings, their message needed to be sound, balanced, and truly useful.
Vernon C. Sumnicht, MBA, CFP® founded Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, in 1988. In 2005, he began using index-based exchange-traded funds (ETFs) to allocate his clients’ investment portfolios. This strategy cut clients’ costs and improved performance. In 2008, the success and recognition of our ETF-based allocation strategies led to the founding of iSectors®, LLC. Read more.
Charles (Chuck) Self, MBA, CFA serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC. He has over 30 years of diverse experience in the investment management industry. Chuck joined the Sumnicht & Associates, LLC and iSectors®, LLC team in March 2014. His current focus is on research and developing advisor relationships. Chuck Self is a contributor to Fox Business News, Bloomberg Radio, CNBC, the Wall Street Journal and other business news outlets. Read more.
About Investopedia 100 – Investopedia’s data science and editorial teams reviewed the applications of hundreds of financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. It’s proprietary ranking is based on the strength of each applicant’s page rankings, followers, and citations of their work by other advisors, consumers and the financial media.
iSectors®, LLC is an ETF Investment Strategist that provides advisors with a suite of 16 proprietary exchange-traded fund (ETF) asset allocation models. iSectors investment management services, along with the technological infrastructure and support staff of the firm’s platform partners, helps advisors optimize their business efficiencies, affording them more time to get to know their clients and develop new client relationships.
Sumnicht & Associates, LLC manages investments for families, foundations, trusts, and institutions, and offers access to a full complement of asset classes and investment alternatives. The firm’s diverse services are driven by a single priority — the integrated wealth management needs of our clients.