Barron's Cites D.B. Root President, Carrie Coghill Kuntz, as One of the Top 100 Independent Financial Advisors in the U.S.PITTSBURGH -- Carrie Coghill Kuntz, president and co-founder of a leading independent, fee-based wealth management firm, D.B. Root, has been cited by Barron's as number 78 on the Top 100 list of the U.S.'s independent financial advisors. This is the first time Barron's has published this ranking. The listing, compiled by industry consultant R.J. Shook from Winner's Circle win·ner's circle n. pl. winners' circles An enclosed area at a racetrack where the winning horse and jockey are brought for awards and publicity. Noun 1. , is based on each advisor's assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , his or her contribution to the firm's revenues and profits, and indications of service quality. Banks, custodial organizations, clearing houses, affiliated broker-dealers and other sources contributed to the nominations. Ms. Coghill Kuntz commented, "It is an honor to again be recognized by Barron's among this outstanding group of advisors. I am humbled hum·ble adj. hum·bler, hum·blest 1. Marked by meekness or modesty in behavior, attitude, or spirit; not arrogant or prideful. 2. . But, most of all, I must thank our clients, whose open communications have challenged us and led us to creative solutions to meet their financial needs." Ms. Coghill Kuntz was cited number 29 on Barron's Top 100 Female Financial Advisors this year and was also cited in 2004, 2005 and 2006. About D.B. Root & Company D.B. Root and Company (www.dbroot.com) is the only nationally recognized independent, fee-based investment Fee-Based Investment An investment account in which the advisor's compensation is based on a set percentage of the client's assets instead of on commissions. Contrast this to commission-based investment, in which the advisor makes money based on the amount of trades made or the advisor headquartered in Pittsburgh, PA. D.B. Root & Company manages assets for a broad spectrum of clients, ranging from early career and long retired to high net worth individuals. The firm principals are registered representatives of Commonwealth Financial Network, member FINRA FINRA Financial Industry Regulatory Authority (formerly Securities Industry Regulatory Authority) and SIPC (Simply Interactive PC) An earlier umbrella term from Microsoft and Intel for a PC that works like a home appliance. For example, it has a sealed case, uses external connectors for expansion and boots in just a couple of seconds. . |
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