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Top 300 Registered Investment Advisers – The Financial Times, 2014

The Financial Times 2014 Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

The recognition listed above is believed to be generally relevant to investment consultants, plan sponsors, existing clients, potential clients, and others in performing manager selection and on-going performance reviews. The recognition is only one of many factors that may be relevant in determining whether to retain a portfolio manager.

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