The Institute for Wealth Named to 2019 Financial Times 300 Top Registered Investment Advisers

2019-06-12T15:58:22-06:00June 27th, 2019|

FT 300 Advisers Logo 2019 8i

The Institute for Wealth Named to 2019 Financial Times 300 Top Registered Investment Advisers

Denver, CO – June 27, 2019

The Institute for Wealth is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.

“Of all of the awards and recognition that The Institute receives, we are especially proud to have earned a spot on the Financial Times top RIAs list,” says Matt Medeiros CEO of the Institute for Wealth Management, “we believe this recognition reflects our commitment and dedication to putting our clients first. From our culture to our network of advisors, we strive to ensure that all follow our core principle of, ‘managing risk first and returns second.’”

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Institute for Wealth Management hosts a growing team of experienced, top-tier financial professionals. Team members have managed pensions, endowments, and some of the most cutting-edge portfolios in the market today. They have been cited in such publications as The Wall Street Journal, Investment News, and WallStreet Wire; and have appeared on CBS News as well as other broadcast networks. The Institute has excelled in every corner of the financial and investment industries including mutual fund agencies, investment firms, and private equity. The Institute brings this exceptional caliber of high-powered expertise to both individual investors and wealth management advisors who crave a new approach.


DISCLAIMER: Opinions expressed herein represent those of the Institute For Wealth Management. These opinions are for informational purposes only and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. The content of these informational pieces should not be relied upon in making investment decisions. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Please see the firm’s Form ADV Part 2A for more information. The types of investments discussed also do not represent all of the securities purchased, sold, or recommended for clients. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness.  While the Institute For Wealth Management believes the information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.  The Institute also assumes no duty to update any information in these informational pieces for subsequent changes of any kind. Images are proprietary to the Institute For Wealth Management.

RSS CNN Money Feed