The Institute Makes Financial Times Top 300 RIAs List

2018-08-14T15:13:15-06:00June 28th, 2018|

FT Top 300 RIAs ListThe Institute For Wealth Management Earns Coveted Spot On Financial Times Top RIAs 2018 List.

Denver, CO (June 28th, 2018). The Institute for Wealth Management, a leading Registered Investment Advisor company headquartered in Denver, Colorado, is proud to announce earning a spot on the Financial Times Top 300 RIAs list.

Inclusion in the top 300 RIAs is an achievement only for the most elite. As of July 2017, there were 12,172 RIAs registered with the SEC in the United States. To be included in this list equates to being in the top 3% of all RIAs registered in the U.S.

The Institute for Wealth is one of only 3 companies in the state of Colorado to make the FT 300 list in 2018.

The Financial Times selection criteria for the Top 300 RIAs list starts with reaching out to the largest independent RIAs across the US that have a minimum of $300 million in assets. Qualified RIAs then fill out an online application, and are scored on several factors, including Assets Under Management (AUM), AUM growth rate and compliance record. Selection is independent and objective.

This selection process inherently creates a pool of elite, impressive and highly competitive RIAs, as the average FT 300 practice manages $4.1 billion in assets.

“We are very proud and grateful to have earned a spot on the Financial Times top RIAs list,” says Matt Medeiros CEO of the Institute for Wealth Management, “We like to think that this recognition reflects the extraordinary focus and attention we give our clients and advisors; and reinforces the importance of our core principle, ‘manage risk first and returns second.’”

The Financial Times is one of the world’s leading news organizations, recognized internationally for its authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

The Institute for Wealth Management, founded in 2003, hosts a growing team of experienced financial professionals. Its philosophy is based on managing risk first and returns second. “While we can’t control returns, we can attempt to effectively steer clear of unnecessary gambles,” Says CEO Matt Medeiros, “We’ve built our reputation on the ability to understand risk at its deepest levels.”

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