July 30, 2020 - The Fiduciary Group was recently included on the Financial Times 300 Top Registered Investment Advisers list for 2020. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States.
“We are particularly honored to be included on the Financial Times 300 Top Registered Investment Advisers list in 2020, as we celebrate our firm’s 50th anniversary,” said Malcolm Butler, president and CEO of The Fiduciary Group. “Our team is deeply grateful for the opportunity to serve our clients and to help them achieve their financial goals through strategic, long-term planning.”
The Fiduciary Group offers a wide range of services including financial planning, investment management and trust and estate administration for individuals and families as well as participant-directed 401(k) plans and employer-funded retirement plans for businesses. The firm also has deep expertise in asset allocation, portfolio management and cash flow planning for nonprofits. The Fiduciary Group’s approach is based on the fiduciary model, independent research and diversification with a long-term focus.
The Financial Times 300 list represents an impressive cohort of elite RIA firms from across the United States. For this annual award, firms are evaluated on six key factors: assets under management (AUM), AUM growth rate, number of years in business, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
The seventh annual Financial Times 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary providing asset management industry business intelligence. The Financial Times 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401, which focuses on retirement plan advisors, and the FT 400, which recognizes broker-dealer advisers.