Financial Times Top 300 RIAs

We are excited and honored to announce our inclusion in the inaugural Financial Times Top 300 RIA list.

We pride ourselves on providing competent, ethical portfolio management that allows our clients to be at ease with their investments.  From our founding in 1974, we have focused on providing long term investment management with a portfolio growth mandate.  We utilize equities in client accounts to achieve maximum growth because of their long term performance edge over other asset classes.  Our methodologies for selecting stocks – while largely similar to what we were doing in 1974 – have been refined over the decades with technology and understanding of finance.  We hope you enjoy our website redesign completed last year as well as this blog – we are always looking for ways to communicate with our clients clearly and transparently.  

We are incredibly honored to be on the FT Top 300 RIA list but not necessarily surprised because The Financial Times used a quantitative ranking methodology that took into account six areas of consideration we feel are immensely important for all RIAs: assets under management, asset growth, years in existence, compliance record, industry certifications, and online accessibility. 

Last year, we eclipsed the $1 billion dollar assets under management mark on a combination of asset growth and new client sign ups but as our numbers grow, we never forget our true focus – you the client.  We know we could not have made this list without you and thank you for the trust and opportunity to manage your accounts.

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