WE Family Offices announced that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.
More than 1,500 pre-screened RIA firms were invited to apply for consideration. Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the participating firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
“It’s an honor to be recognized by the Financial Times—one of the world’s leading business publications—along with a growing number of independent advisors,” comments Managing Partner Michael Zeuner. “This demonstrates what we’ve always known: Investors are looking for a wealth management relationship built on trust. We provide advice that puts the client’s interest first, without agenda or conflict.”
To view the full FT Top 300 list, click here.
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Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in June of 2016 based on data within a 12-month period. Financial Times created and tabulated the rating; judging panels made decisions based on award-specific methodology.
