TFC Financial Management Named to 2017 Financial Times 300 Top Registered Investment Advisers

TFC Financial Management Named to 2017 Financial Times 300 Top Registered Investment Advisers

TFC Financial Management is pleased to announce it has been named to the 2017 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 fourth 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 investment 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 firms with an “average” practice existing for 24 years and managing $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

The FT 300 is one in a 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).

  

ABOUT TFC FINANCIAL MANAGEMENT

TFC Financial Management is an independent, fee-only, registered investment advisory firm in Boston, Massachusetts, that manages approximately $890 million in client assets and provides comprehensive personal financial advice. Founded in 1980 by a group of financial professionals including James Joslin, CFPâ, and Frederick Pryor, the firm serves high-net-worth individuals, couples and families, and also provides strategic consulting and asset management to nonprofit organizations. For more information, visit www.tfcfinancial.com.

Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

 * The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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Contact:        
Leslie Swid
Impact Communications
913 649-5009
leslieswid@impactcommunications.org

Source: TFC Financial Management


Categories: Business News, Financial News, Personal and Family Finances

Tags: Boston financial advisors, FT 300, Renée Kwok, TFC, TFC Financial Management


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