Fisher Investments is pleased to announce it was named as one of
As more baby boomers retire, the demand for top-quality investment advice is accelerating.
To qualify for the list, advisers had to have at least
With the aim of creating a quantifiable and objective way to establish a list of "truly exceptional adviser firms," criteria for the assessment of these independent RIAs include total AUM, AUM growth rates as a proxy for performance as well as asset retention and ability to generate new business, the firm's years in existence, compliance record, industry certifications for employees and online accessibility illustrating commitment to providing transparency. A numeric score was calculated for each adviser. However, there was no attempt to rank the advisers from 1 to 300--the list is presented as an "elite group of 300 RIA firms" organized by state.
To access the FT 300 list and related content, visit
Or download the complete list here: http://im.ft-static.com/content/images/6c30552e-fb45-11e3-8959-00144feab7de.pdf
About Fisher Investments
Founded in 1979, Fisher Investments is an independent, privately owned money management firm with tens of billions under management. Fisher Investments maintains two principal business units,
Read the full story at http://www.prweb.com/releases/fisherinvestments/ft300/prweb12130959.htm
Hispanic #1 Breaking News for Entrepreneurs, Professionals and Small Business Owners - HispanicBusiness.com
OCTOBER 30, 2014
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