What personal information do we collect from people that visit our blog, website or app?
You can visit the site and remain anonymous by not providing any personal information. However, you may choose to share this information via our application integrations or our “contact us” forms. Personal information includes but is not limited to: name, phone number, email address, and investable assets. In addition, we may also compile IP addresses, cookie identifiers, and website activity for targeted advertising. We collect information from you when you register on our site, subscribe to a newsletter, respond to a survey, fill out a form, or enter information on our site.
How do we handle your personal information?
DWM has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.
All client information collected is kept confidential and accessed by employees needing information to service clients. Information collected is shared only with nonaffiliated third parties in conjunction with services to the clients’ accounts and representatives as directed by the client. These include representatives of custodians, brokerage firms, private investment sponsors, and outside consultants retained by DWM, as well as attorneys and accountants identified by the client.
Your personal information will not be sold or shared with unaffiliated third parties unless the law requires it. Information collected will be used to provide you with a better user experience. Other sites linked to this site are not covered under this privacy agreement.
How do we handle your usernames and passwords?
If you are provided with a username and password to access any part of this site, or link to any affiliated, third-party site, you are liable for all uses of your username and password, including unauthorized use without your consent. DWM is not responsible for confirming the actual identity or authority of any user. You agree to notify DWM immediately should the integrity and/or confidentiality of username and password be compromised.
Doyle Wealth Management, Inc. (“DWM”) is a registered investment advisor, located in St. Petersburg, FL. DWM is registered with and regulated by the US Securities and Exchange Commission (“SEC”), and both the firm and its representatives are in compliance with the additional filing requirements imposed upon investment advisors by those states in which DWM maintains clients. DWM may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from filing requirements. Registration of an investment advisor does not constitute an endorsement of the firm by any regulatory agency, nor does it indicate that the advisor has attained a particular level of skill or ability. More information on DWM can be found at the following link: https://www.adviserinfo.sec.gov/.
DWM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Therefore, the publication of DWM’s website on the Internet should not be construed by any consumer and/or prospective client as DWM’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of DWM’s current written disclosure statement discussing DWM’s business operations, services, and fees is available from Company upon written request and can also be found at the link listed above.
DWM does not make representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DWM’s website, and takes no responsibility therefore. All such information is provided solely for the purpose of convenience and all users should be guided accordingly.
All investment strategies have the potential for profit or loss. Past performance is no guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by DWM), will be profitable or equal any historical performance level(s). Also, there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.
Certain portions of DWM’s website, including newsletters, articles, blogs, commentaries, etc., may contain a discussion, of, and/or provide access to DWM’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective or current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from DWM, or from any other investment professional. Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if DWM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of DWM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. DWM does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
American’s Top Next-Generation Wealth Advisors (2017-18)
The Forbes ranking of America’s Top Next-Generation Wealth Advisors (2017-18) was conducted by SHOOK Research. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors included in the rankings have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys, including, among other things: service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc. Additional quantitative criteria, such as assets under management and revenue generated for their firms was also included. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes received compensation from the advisors or their firms in exchange for placement on a ranking. Investors should not assume that the ranking is indicative of an advisor’s future performance. For more information on 2017 ranking methodology, please see https://www.forbes.com/sites/rjshook/2017/07/25/methodology-forbes-top-500-top-next-generation-wealth-advisors/#5ef98e5c3671. In 2017, over 19,500 nominations were received by Forbes, 2,356 individuals were considered for Next-Generation Wealth Advisor ranking and 500 individuals received a ranking. For more information on 2018 ranking methodology, please see https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?ss=next-gen-advisors#39d3e76f6e68. In 2018, 23,862 nominations were received, 5,832 individuals were considered, and 1000 received a ranking.
America’s Top Wealth Advisors
Source: Forbes Online and Forbes Magazine (August 2016 & September/October 2017). The ranking of America’s Top Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes received compensation from the advisors or their firms in exchange for placement on a ranking. Investors should not assume that the ranking is indicative of an advisor’s future performance. 4,000 individuals were invited to complete a survey for consideration in Forbes’ 2016 America’s Top Wealth Advisor rankings and 200 individuals received a ranking. In 2017, 4,500 individuals were invited to participate, and 250 received a ranking.
America’s Top 1,200 Financial Advisors
Barron’s magazine “America’s Top 1,200 Financial Advisors” rankings are based on quantitative and qualitative criteria data provided by over 4,000 advisors. This report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Robert Doyle was ranked #10 in 2018, #21 in 2017, #21 in 2016 and #27 in 2015 of the 84 Florida advisors receiving a ranking each year. The rating may not be representative of any one client’s experience and is not indicative of the financial advisors future performance. Neither DWM nor Mr. Doyle paid a fee to Barron’s in exchange for the rating.
Financial Advisor Magazine Ranking and Survey (2017)
Of the 638 registered investment advisers that participated in Financial Advisor Magazine’s July 2017 ranking and survey, DWM was ranked overall #256 by regulatory assets under management (“RAUM”). DWM was one of two advisory firms from St. Petersburg included in the survey and was ranked above the other participant in terms of RAUM. Only investment advisers that responded to the Financial Advisor Magazine survey were considered in this ranking. DWM did not pay a fee to Financial Advisor Magazine to participate in the survey or to receive a ranking. Investors should not assume that the ranking is indicative of an advisor’s future performance.
Working Mother Magazine Top Wealth Advisor Moms (2017)
The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. Data provided by SHOOK Research, LLC (“SHOOK”) as of July 2017. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. From a universe of 300,000 advisors, for this award SHOOK Research received 21,000 nominations, of which approximately 20% were women and fewer than half were mothers with children under the age of 18 living at home. Therefore the top 200 were selected from approximately 2,100 nominees. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Investors should not assume that the ranking is indicative of an advisor’s future performance.
Forbes Best-In-State Wealth Advisors (2018)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, 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 of 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 criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Investors should not assume that the ranking is indicative of an advisor’s future performance.
SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received over 21,000 nominations—advisors who meet SHOOK’s thresholds. SHOOK invited 5,089 of these nominees to complete an online survey. Of these, 2,213 earned a spot, which is 10.5% of the nominations received.