Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Waldron Private Wealth [“Waldron”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Waldron. 

Investors cannot invest directly in an index.  It should not be assumed that your investments correspond directly to any comparative indices. Comparative indices may be more or less volatile than your investments.  Historical performance results for investment indices have been provided for general informational purposes only, generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  A description of each comparative index is available upon request.

Please remember that if you are a Waldron client, it remains your responsibility to advise Waldron, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Waldron is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A link to Waldron’s current written disclosure Brochure discussing our advisory services and fees is available below. 

Please Note: Waldron does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Waldron’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

For more information about Barron’s methodology, click here.

For more information about Forbes’ methodology, click here.

For more information about Expertise’ methodology, click here.

For more information about AdvisoryHQ’s methodology, click here.

For more information about The Pittsburgh Times Best Places to Work methodology, click here.

The Fast 50 List is compiled by submissions through the Pittsburgh Business Times nomination portal and through submissions for the many Lists Pittsburgh Business Times produces. To qualify, companies must be locally based, privately held and have revenue of at least $2 million in 2019. Rankings are based on the percentage growth between 2019 and 2021. All revenue numbers are verified with the companies after submission.

The Financial Times ranking is based upon a firm’s assets under management, asset growth rate, years in existence, compliance record, industry certifications of key employees, compliance record, and online accessibility. Rankings are based on information prepared and submitted by the adviser. A more thorough disclosure of the criteria used in making these rankings is available upon written request to the advisor. The firm did not pay a fee to be included in the Financial Times rating system.

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