MAI Capital is thrilled to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Applicants were 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. The "average" practice in this year's list has been in existence for over 22 years and manages $4 billion in assets.
For 45 years, MAI has taken a holistic approach to wealth management, going beyond traditional investment management and financial planning to help clients live their best financial lives and achieve their goals. This approach has supported the firm's upward growth trajectory and continues to differentiate MAI Capital Management.
To view this year's list, please visit: https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced by the Financial Times (June 2018). The FT 300 is based on data generated 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.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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