We are excited to announce our firm has been named to the Forbes list of America’s Top RIA Firms of 2023. The Forbes ranking, developed by SHOOK Research, recognizes 250 RIA firms across the U.S. Kowal Investment Group is one of just six firms named in Wisconsin. This is the first time our firm has been named to the Forbes Top RIA Firms list. We are extremely proud of this recognition.
This is the second annual Forbes/Shook Top RIA list. Each firm selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. To learn more about the SHOOK Research methodology for this award, please visit the ranking website. America’s Top RIA Firms 2023 (forbes.com)
This achievement would not have been possible without your continued trust and support. Milestones like this serve to reinforce our belief that putting our clients – YOU – first is still the best way to do business.
Thank you to our amazing team at Kowal Investment Group! We would not be here without your hard work and dedication to the firm and our clients.
ABOUT KOWAL INVESTMENT GROUP
Kowal Investment Group is a family-owned, financial advisory organization that works closely with business owners, retired individuals or those nearing retirement. The team offers a conservative and sensitive approach while handling all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement, and insurance. For over thirty years, Kowal Investment Group has been helping clients plan and build the retirement they’ve been working for – and dreaming of – their whole lives.
Note: The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those firms that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Kowal Investment Group does not pay a fee in exchange for this award/rating. Kowal Investment Group is not affiliated with Forbes or Shook Research, LLC. For more information, visit: Methodology: America’s Top RIA Firms 2023 (forbes.com)
