Awards & Rankings

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, job promotion, license, membership in any professional organization, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology below). Unless expressly indicated to the contrary, Waverly Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waverly Advisors by any of its clients. Waverly Advisor’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. Waverly Advisors does not pay a fee to be considered for or included in awards, rankings, or recognition lists related to the RIA industry. In certain circumstances, Waverly may pay a licensing or usage fee to display the award provider’s name, logo, badge, or related marketing materials after the recognition has been granted. Any such payment is not made in connection with obtaining the award or ranking and should not be construed as an endorsement or guarantee of future investment performance or client experience.