Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers
Plattsburgh, N.Y. – Heidi Clute attended the fourth-annual Barron's Winner's Circle Top Women Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, Fla. Dec 2-4, 2009.
In addition to Heidi Clute, 81 of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron's June 8, 2009 issue, were also in attendance. The exclusive conference is designed to promote best practices and generate new ideas across the industry.
The "Barron's Top 100 Women Financial Advisors" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor.
With more than 30 years of experience, Heidi Clute, CERTIFIED FINANCIAL PLANNER™ is the owner of Clute Wealth Management, a Registered Investment Advisor (RIA). Clute Wealth Management is an independent firm that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Securities are offered through LPL Financial, Member FINRA/SIPC.
Barron's (www.barrons.com is America's premier financial magazine, renowned for its marketing-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience for senior corporate decision makers, institutional investors, individual investors and financial professions. With new content available every week in print and every business day online, Barron's provides readers with a comprehensive review of the market's recent activity coupled with in-depth, sophisticated reports on what's likely to happen in the market in the days and weeks to come. As a result, Barron's is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
