2014, 2015, 2016, 2017, 2018
Fisher Investments is pleased to announce it has been named to the 2018 FT 300 Top Registered Investment Advisers (RIAs) list for the fifth consecutive year. The FT 300 aims to recognise top RIA firms in the United States.
This is the fifth annual Top 300 list. Financial Times (“FT”) produces the list in collaboration with Ignites Research to provide readers with a snapshot of the best advisers in the US. In a statement, the FT said, “We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of the Financial Times.”
RIAs meeting a minimum set of criteria are invited to apply for consideration. Applicants are then graded on six factors: assets under management (AUM); AUM growth; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance record. There are no fees or other considerations required of RIAs that apply for the FT 300.
Fisher Investments CEO Damian Ornani commented, “We are proud to be included in the FT Top 300 list for the fifth year in a row. This reflects our commitment to delivering appropriate solutions for our clients and bettering the investment universe. It is also an honour to be consistently recognised by Financial Times, one of the world’s leading business news organisations.”
The Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June 2014, June 2015, June 2016, June 2017, June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.