Alliances and Partnerships, Business, Free News Articles

Blaylock Van Partners with Seaport Global to Expand Market Reach

NEW YORK CITY, N.Y. -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

Combining Blaylock Van's top-tier investment banking solutions and Seaport Global's extensive worldwide reach, the strategic collaboration will bring together decades of market leadership and expertise to work in partnership on capital market solutions for issuers and investors while expanded distribution will allow for powerful dissemination capabilities in both primary and secondary markets.

"As we continue to develop opportunities for minority investors across the globe, this partnership is the perfect opportunity to drive business growth for a more diverse audience," said CEO and founder of Blaylock Van Eric Van Standifer. "We look forward to collaborating with Seaport Global, connecting with their deep distribution platform and further bolstering our strong client offerings."

Michael J. Meyer, the Seaport Global Partner overseeing the partnership, added, "Seaport Global is committed to growing opportunities for minorities in the financial services industry and we see this as a tremendous platform to accomplish this goal. The strength of the partnership will help Blaylock Van expand the services offered to their clients as well as provide Seaport Global clients with the opportunity to support a minority-owned broker dealer."

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC:

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking form in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds and family offices. Global electronic equity and fixed-income trading platforms allow direct market access to more than 40 worldwide exchanges, while the firm's proprietary web-based research platform is designed to specifically address the needs of fundamental portfolio managers and analysts. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Columbus, Dallas, Miami and Oakland, Calif. For more information, please visit https://brv-llc.com/

About Seaport Global:

Seaport Global Holdings LLC is a leading capital markets firm, providing robust sales, trading and research services and the resources of a full-service investment bank. Seaport Global combines its extensive knowledge, solid relationships and deep distribution platform to serve its clients' most unique business requirements. The firm is headquartered in New York with offices across the US and Europe. Visit https://www.seaportglobal.com/ to learn more.

Related link: https://brv-llc.com/

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Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Learn more: https://www.forbes.com/best-in-state-wealth-advisors/#44149722291d

"For the fifth year in a row, I've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG - begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We're so grateful to you for trusting us to serve you and your families. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to help Ukrainian refugees. Charitable donations were made to Samaritan's Purse, KBC Ministries, and World Vision. The donations approximate $100 per client. Fernando said, "These charities have boots on the ground in Poland, Moldova and Romania and are helping refugees from Ukraine with food, shelter and medicine."

Fernando hopes that others will be inspired to give and pay it forward as well.

He is grateful that he can help others and serve his clients.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors
Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOK™ Research, LLC.

Source: Forbes.com (April 2022)

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

About Raymond James Financial Services

As of 12/31/2021. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

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Awards and Honors, Business, Free News Articles

Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

FRANKLIN, Tenn. -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive Vice President, Luke Aull, Senior Executive Vice President, Mark Deering, Senior Executive Vice President, Tommy Doerfler, Senior Executive Vice President, John Nail, Senior Executive Vice President, Tyler Nace, Executive Vice President, Matt Atchison, Executive Vice President, and Michael Purifoy, Senior Executive Vice President, all of Southwestern Investment Group headquartered at 801 Crescent Centre Drive, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The 2022 list, which recognizes advisors from national, regional, and independent firms, was released online April 7, 2022.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Southwestern Investment Group is a family of advisors who all follow the same guidelines and core values to put the client first. The company's overall objective is to design sensible financial plans that help to build and preserve money in a way that aligns with clients' overall well-being and goals for their financial futures. With a holistic approach to financial advising, the Southwestern Investment Group network empowers clients to take control of their finances and help achieve their dreams.

To reach the advisors at Southwestern Investment Group, more information can be found at https://www.swinvestmentgroup.com/ or by calling 615-861-6100.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (April, 2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 34,925 nominations received, based on thresholds, more than 6,500 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

About Southwestern Investment Group

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Related link: https://www.swinvestmentgroup.com/

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Business, Free News Articles

Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn. -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

The firm was founded on March 16, 2002, with the mission to become the wealth advisory firm of choice for clients and its own advisors. Today, the firm has approximately $5.8 billion in AUM and employs 44 advisor teams responsible for serving more than 13,000 clients nationwide from its offices in Tennessee, Alabama, Texas, Iowa, and Nebraska.

"We're excited to celebrate this important milestone for the firm, and I want to thank all our wonderful employees and clients for making this a reality," said Jeff Dobyns, founder and CEO of SWIG. "As a firm that is majority owned by our advisors, our business model is based on always doing the right thing for all the firm's stakeholders. Our firm believes in a strong culture of independence and entrepreneurial spirit. Our interests are fully aligned with the clients we serve."

"The 20th anniversary comes on the heels of some important developments for the firm which we believe will position us strongly for many years to come," continued Dobyns. "Next up will be a rebrand later this year which will serve to codify and enhance our positioning going forward."

SWIG sits in the top 25% in Raymond James branch firm peer rankings (1,871 firms) in terms of Total Assets (#2) and Annual Revenue (#2). Individual advisors have consistently been recognized by Raymond James as members of the Chairman's Council (every year since 2008), the Leaders Council, and the Executive Council. In addition, advisors have been designated top Best-In-State Wealth Advisors by Forbes. SWIG was also recognized as one of the Tennessean Top Workplaces (2020, 2021). The firm experienced strong growth in AUM of approximately 34% year over year from end of 2020 to end of 2021.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 and oversees approximately $5.8 billion in client assets as of the end of December 2021. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and help protect your wealth. For more information, visit https://www.swinvestmentgroup.com/.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. Any opinions are those of Southwestern Investment Group and not necessarily those of Raymond James.

Southwestern Investment Group's main offices are located at 801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067, and can be reached at (615) 861-6100.

Raymond James' council membership is based on prior fiscal year production. Re-qualification is required annually.

:: Forbes Best-In-State Wealth Advisors (2021)

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

:: Tennessean Top Workplaces (2020, 2021)

More than 1,000 companies were invited to participate, 90 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 5 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. Neither Energage nor the Tennessean is affiliated with Raymond James.

These rankings may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor's future performance. No fee is paid in exchange for these awards/rankings.

Related link: https://www.swinvestmentgroup.com/

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Business, Free News Articles

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the CRPS® designation.

Because of ever−increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, this advanced training is specifically designed to focus on design, installation, and maintenance of retirement plans.

Keith Eckhardt's office is located at 1763 South 8th St, Ste 1, Colorado Springs, Colorado 80905. The office phone is 719-578-5833.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

https://www.facebook.com/ejadvisorkeitheckhardt/

https://www.linkedin.com/in/keitheckhardt/

Related link: https://www.edwardjones.com/

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Awards and Honors, Business, Free News Articles

Fairport Wealth Announces 2022 Community Beacon Recipient

CLEVELAND, Ohio -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Beech Brook: Helping Families Thrive Since 1852

Beech Brook was founded 170 years ago after a cholera epidemic left many children homeless-and the non-profit continues to help children and their families thrive. Beech Brook's President and CEO, Thomas Royer says, "We're committed to delivering on our founders' mission for today's most vulnerable children and families, and for generations to come." Fairport's Managing Partner, Ken Coleman adds, "Our mission, like Beech Brook's, is to inspire families, and we are happy to be a part of their anniversary celebration." Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.

Fairport and Luma Wealth: Joining the Mission

CMO, Kristen Lucas says, "Fairport and Luma Wealth team members are eager to support Beech Brook's events throughout the year, including its spring fundraiser, 5k and Family Fun Run, and other volunteer opportunities. And our clients, who share our commitment to support the community, will be invited to join us!" Tom Seifert, an Advisor at Fairport and Luma Wealth, is an avid Beech Brook supporter and has provided leadership on the Board of Directors for over a decade.

About Fairport Wealth

Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://lumawealth.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

Related link: https://www.fairportwealth.com/

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Business, Free News Articles

Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

NEW YORK CITY, N.Y. -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance.

The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms: Blaylock Van and CastleOak Securities LP as co-managers as well as Siebert Williams Shank & Co. LLC and Loop Capital Markets LLC as bookrunners; the four firms underwrote about half of the total debt securities in the issuance.

"We are proud that the roots of Black History Month and a greater nationwide focus on diversity, inclusion and equity continue to ripple outward," said Blaylock Van CEO and President Eric Standifer. "Blaylock Van always appreciates the opportunity to partner with other Black-owned investment firms to expand our industry reach and presence while creating value for our clients."

The full underwriting syndicate also included Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC acting as bookrunners, with Citigroup Global Markets Inc. as co-manager. This deal represents State Street's third issuance in the past year that was structured under the company's diversity, inclusion and equity strategy. The offering closed Feb. 7.

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking form in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds and family offices. Global electronic equity and fixed-income trading platforms allow direct market access to more than 40 worldwide exchanges, while the firm's proprietary web-based research platform is designed to specifically address the needs of fundamental portfolio managers and analysts. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Dallas, Miami and Oakland, Calif.

For more information, please visit https://brv-llc.com/

Related link: https://brv-llc.com/

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Business, Free News Articles

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses.

The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

For more information, visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:

Jennifer Oliverio | 719-545-3564

Related link: https://www.edwardjones.com/

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Business, Free News Articles, Insurance

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

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Awards and Honors, Business, Free News Articles

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

MULTIMEDIA:

LOGO link for media: https://www.Send2Press.com/300dpi/20-0826s2p-kfadv-logo-300dpi.jpg

Related link: http://www.klingenstein.com

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