Financial Times’ Top 300 Registered Investment Advisors – July 2014
Financial Times Ranks Strategic Wealth Partners in Top 300 Registered Investment Advisors
July 9, 2014
DEERFIELD, ILLINOIS – Strategic Wealth Partners of Deerfield, Ill. has been named a 2014 Financial Times Top 300 Registered Investment Advisor (RIA). The Financial Times (FT) is one of the world’s leading business news and information organization. This is the publication’s first annual Financial Times 300 Top Registered Investment Advisors listing. The FT 300 listing provides a snapshot of the best Registered Investment Advisors across the US.
“We’re honored to be ranked among this elite group of financial advisory professionals,” said Neal Price, Principal and Co-founder of Strategic Wealth Partners. “This honor is a validation of our steadfast commitment to a client-centric approach, combined with a prudent wealth management philosophy and a disciplined process and methodology. It is a model that we believe gives our clients financial peace of mind.”
Strategic Wealth Partners works with clients in seeking to preserve and grow wealth through insightful planning and objective advice. The firm prides itself on helping clients set realistic financial goals that can be reached with the least possible amount of risk. Strategies are tailored to fit the unique needs of each client’s short and long-term goals.
Strategic Wealth Partners provides clients solutions and independent-minded investment advice through a transparent open-architecture platform. It provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is independence and objectivity.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The selection process included applications from more than 2,000 independent RIA firms.
Points were awarded on variety of attributes that the Financial Times deemed important to affluent investors. 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. Inclusion on the list is not indicative of Strategic Wealth Partners’ future performance. Awards are generally based upon information provided by the recognized advisor.