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Jan 20th, 2006
Steven Stocker Named as One of Ohio’s Top Financial Professional
Steven C. Stocker, Managing Member and Principal of Investment Partners LTD, has been named as one of the top-ranked financial advisors in Ohio by The Winner’s Circle.
The Winner's Circle recognizes the most outstanding financial professionals in the business who represent the highest levels of ethical standards, professionalism and success. Financial professionals who earn admittance to the Winner’s Circle “deftly tailor Wall Street-caliber solutions to meet the specialized wealth-management needs of their communities,” according to R.J. Shook, Winner’s Circle founder. “They add value to clients’ lives.”
Each advisor on this year’s State-by-State rankings was filtered down from a list of over 7,000 financial professionals from securities firms, banks, independent firms and more. Each nomination was evaluated against numerous qualitative and quantitative criteria, ranging from assets managed, revenue produced, experience levels, acceptable compliance records, discussions with management and more.
“Of course we’re honored and humbled to join this elite membership, thanks to our clients and the relationships we’ve built with them,” said Stocker. “However, the recognition that always means the most to us is our clients’ continued trust in our firm and services.”
Stocker’s firm, Investment Partners LTD, is a locally owned, SEC Registered Investment Advisor with offices in Columbus, Millersburg and New Philadelphia, Ohio. The firm was founded in 1996 and provides Wealth Management Services to High Net Worth and Ultra High Net Worth Individuals, as well as Professional Portfolio Management to Retirement Plans, Corporations, Family Trusts, Endowments and Foundations.. Stocker is also a Registered Representative of Commonwealth Financial Network, Member NASD.
The Winner’s Circle is an independent organization that advocates best practices and ethical standards for financial advisors as well as the benefits of advice to investors.
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