Disclosures

04 24 18 PV Best In State Award Disclosures (002)

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Private Vista, LLC Best-In-State Wealth Advisor Award April 2018 DISCLOSURES The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, 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. Forbes does not receive a fee in exchange for rankings. This rating should not be construed as an endorsement of the adviser by any client nor is it representative of any one client's evaluation. Additional information, including management fees and expenses, is provided on Private Vista's Form ADV Part 2. Past performance is not a guarantee of future results.

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