NOMINATE RESERVE SEATS

ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS


 

Description

 

This award recognizes the advisor who has displayed excellence over the last 12 months in alternative solutions, namely investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes. Alternative solutions may include equity or fixed income mutual funds using alternative strategies, infrastructure, commodities, hedge funds, private equity and structured products.

 

Advisors may nominate themselves and the WPA team will also consider input from peers, clients, advisory heads and networks. Extra weight will be placed on nominations that come from those in a position to assess an advisor’s performance objectively.

 

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

 

  • overall approach to alternative investments
  • growth and performance from alternative investments
  • year over year growth in book volume and revenue contributions
  • educating clients on importance of alternatives
  • overall client service and relationship management
  • approach to regulatory compliance
  • business growth strategy

 

Nominate

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