In June, investment performance was mixed. US large cap stocks and bonds increased. Small cap and international stocks declined. So far this year, large cap continues to lead the way, while international and small cap are also positive. Bonds have slightly decreased.
Whitcomb & Hess Firm News
Recently, we were delighted to learn that our firm had been selected for the USA Today’s annual list of Top 500 Registered Investment Advisory (RIA) firms in the country. Out of the RIA firms nationwide who made it onto this list, Whitcomb & Hess ranked #49 overall. This also placed us #4 of the 23 firms from Ohio.
Being an RIA essentially means we are here to be Advisors first and foremost. We are fiduciaries who advise in your best interest, period. So your success is our success! This ranking reflects the trust you’ve placed in us, and the work we do together. Delivering high-quality financial advice and personalized service to our clients is something we have taken seriously since the firm began in 1983. We’re thankful for our team’s alignment to the Core Values that guide our firm, and we are honored to be recognized in this manner.
If you would like to read the full article from USA Today, please scan this QR code. Cheers to our shared success!
