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"The recognition can be found in the February 2015 issue of Los Angeles Magazine"

www.orcpa.org

"Retirement planning is a moving target in many ways. We depend on more assumptions than would ever be acceptable for a NASA engineer signing off on a multi-billion dollar rocket launch."

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"The RIA channel continues to surge-but what is most notable are the new entrants to the space. It's not just top-dollar breakaway brokers who are driving the trend but Gen Y advisors who see opportunity in a structure where they can be most nimble."
pg. 57 pg. 58,59

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“Reverse engineering is another way of saying, “working backwards,” a process that can be effective when solving a crime, finding out what’s causing a health problem or locating a missing airplane. But sometimes we don’t have the luxury of looking backwards.”

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“Clients can do whatever they want with their money--it's theirs after all. But when a client is ignoring advice from their adviser, and it becomes apparent that they're doing so to their detriment, in some cases it becomes necessary to terminate the relationship.”

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“Adam Scott was interviewed for a segment called 'Stock Watch,' which can be found here

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“Adam Scott was interviewed for a segment called 'Stock Watch,' which can be found here

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“Adam Scott was interviewed for a segment called 'Stock Watch,' which can be found here

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“So for all the talk that Wall Street chicanery or the market’s gyrations have killed investors’ appetite for equities, Americans’ commitment to stocks has been remarkably strong.

“If your time frame is 10 years or more,” said Adam B. Scott, founder of Argyle Capital Partners, a financial adviser in Los Angeles, “you’re better off in stocks.”

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“Adam Scott and Josh Rudoy are experienced financial advisers and longtime colleagues who had discussed starting their own firm for years…..”

“The transition introduced one big change for clients. The new firm used a fee-only rate structure, which Mr. Scott and Mr. Rudoy thought would be an easy sell. The payment model offered significantly lower fees for many clients, compared with a commission-based fee structure. But the pair were surprised when one of their first, and biggest, clients balked at the proposal.”

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Argyle Capital Partners featured in 'ETF Investment Strategies,' by Aniket Ullal