“Hefren-Tillotson is proud to count Kurt Carlson among Barron’s top advisors,” said Kim Tillotson Fleming, Hefren-Tillotson Chief Executive Officer. “Kurt epitomizes the high caliber of advisor whose integrity and client-focus has made him one of the best in the industry, and helped Hefren-Tillotson become one of the most respected firms.” Carlson joined Hefren-Tillotson in 1990 and consults with individuals in developing comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate and tax planning.
He is also active in Hefren-Tillotson’s Asset Management Group, helping to guide and formulate overall investment strategies for the companys fee-based clients. Carlson is a CFP practitioner, a Chartered Financial Analyst charter holder (CFA) and an Accredited Investment Fiduciary Auditor (AIFA). Carlson is also a co- host of the weekly Sunday morning financial advisory radio program, Your Money and You, on KDKA Radio. He received a Bachelor of Arts in financial planning from Grove City College.
“Barron’s goal in publishing its ranking is to shine a spotlight on the best advisors with an eye toward raising standards in the industry,” said Ed Finn, editor and publisher. “The rankings serve two types of Barron’s readers. For wealth management professionals, who comprise about one-quarter of our readership, they serve as an industry scorecard. For individual investors, who make up about three-quarters of our readership, our advisor rankings are a tool to help them in the process of finding financial guidance.”
The list of distinguished advisors was produced by Barron’s after conducting extensive research, surveys and interviews, and weighing factors such as advisors’ assets under management, revenue generated, quality of service and regulatory records. The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFA’s. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.
Barron’s (www.barrons.com) is Americas premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market in the days and weeks to come. As a result, Barrons 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 and well-being.