August 3 – For the seventh consecutive year, HBKS® Wealth Advisors (HBKS) has been named to the Financial Times’ FT 300 Top Registered Investment Advisers. The survey, also in its seventh year, recognizes highly qualified independent RIA firms from across the United States.
“The seventh annual FT 300 … comes as the most severe hit to the global economy since the Great Depression underscores retail investors’ need for in-depth and tailored advice,” noted the Financial Times upon release of the study.
“The FT 300 serves as an excellent resource for investors looking for an advisory with a good track record, a firm they can rely on to act in their best interests,” added Scott Cross, CFA, HBKS Chief Operating Officer.
RIA firms under consideration for the list have met a minimum set of criteria and are 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 FT 300 is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the asset management industry. Read the full Financial Times article on the FT 300.
The information included in this document is for general, informational purposes only. It does not contain any investment advice and does not address any individual facts and circumstances. As such, it cannot be relied on as providing any investment advice. If you would like investment advice regarding your specific facts and circumstances, please contact a qualified financial advisor.
Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by HBKS® Wealth Advisors) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results.
The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. HBKS® Wealth Advisors does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources.
HBKS® Wealth Advisors is not a legal or accounting firm, and does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice.