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Choate Investment Advisors Named to Financial Times’ Inaugural 2014 “FT 300 Top Registered Investment Advisers” List

June 26, 2014

BOSTON--(BUSINESS WIRE)-- Choate Investment Advisors has been named by Financial Times magazine as one of the “FT 300 Top Registered Investment Advisers” in the publication’s first ever list of the best advisors across the U.S.

The Financial Times identified its “FT 300 Top Registered Investment Advisers” based on assets under management (AUM), AUM growth, years the firm has been in existence, industry certifications of staff, and firm’s SEC compliance record among other criteria. Only independent, elite RIA practices whose institutional assets did not exceed 75 percent were considered. The average Financial Times 300 practice manages more than $2.8 billion in AUM and serves over 3,000 clients.

Choate Investment Advisors has provided wealth management services to high net worth individuals and families for decades, and currently manages over $4 billion in assets. Choate offers an independent “open architecture” investment strategy and does not sell any proprietary products or charge hidden fees. The firm’s seamless one-stop, family office approach to wealth management provides clients with top notch, institutional quality investment management services that are fully integrated with their tax, estate planning, and other needs.

“It is an honor to be included in the Financial Times’ inaugural ranking of the best investment advisors focused on individual investors,” said Todd Millay, Managing Director of Choate Investment Advisors. “We believe that high net worth individuals require the same integrated, independent and objective family office solutions that institutional clients get. We make sure that our clients know their portfolios and how we diversify risks across a broad range of global investments.”

Choate Investment Advisors is a registered investment advisor subsidiary of Choate, Hall & Stewart LLP in Boston. Choate Investment Advisors works closely with the law firm’s world-class estate and tax planning attorneys to provide clients with a comprehensive family office experience. Choate, Hall & Stewart’s Wealth Management practice has been nationally recognized as one of the leading practices of its kind by US News & World Report. Choate Investment Advisors is regularly ranked as one of the top wealth advisory firms in the country. Recent rankings include: Forbes’ 2014 Top 50 Wealth Managers and Barron’s 2013 Top 100 Independent Wealth Advisors.

Choate, Hall & Stewart LLP

Kristen Weller, 617-248-4001


Blumenthal & Associates

Amy Blumenthal, 617-879-1511

Source: Choate Investment Advisors

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Source: Business Wire

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