TFO Phoenix Awarded Spot on 2015 "Best Places to Work" List by Phoenix Business Journal

TFO Phoenix was recently recognized for the second consecutive year by the Phoenix Business Journal as one of the “Best Places to Work” in 2015. TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We continuously strive to foster an intellectually stimulating, rewarding and, most importantly, fun environment for our employees. We are honored to be recognized for our positive work environment and are committed to retaining it. We strongly believe that by nurturing dedicated and enthusiastic employees, they will give their best efforts every day to help our clients and exceed their expectations.

2015 Best Places to Work List

Scott Horn of TFO Phoenix Earns #2 Ranking in Arizona By Barron’s Magazine

Scott Horn, TFO Phoenix’s President, was ranked as the #2 Financial Advisor in Arizona by Barron’s Magazine. In addition, Scott was the highest-ranked advisor in Arizona employed by an independent Registered Investment Advisor. Barron’s listing of top financial advisors by state appeared in the February 21, 2015 issue.

The full article and list of Arizona advisors can be viewed by clicking on the links provided below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

TFO Phoenix Awarded Spot on “Best Places To Work” List by Phoenix Business Journal

TFO Phoenix was recently recognized by the Phoenix Business Journal as one of the “Best Places To Work” in 2014. TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to this list.

We continuously strive to foster an intellectually stimulating, rewarding and, most importantly, fun environment for our employees. We are honored to be recognized for our positive work environment and are committed to retaining it. We believe happy employees make for happy clients.

Click below to read the entire article and related lists.

2014 Best Places to Work

2013 Phoenix Five Star Wealth Managers Award – Scott Horn

As the largest and most widely published wealth manager award program in North America, the Five Star Wealth Managers Award program evaluates against 10 eligibility and evaluation criteria to determine the candidates in more than 40 major markets. Scott Horn, President of TFO Phoenix, was recently selected to receive the Five Star Wealth Managers Award. No more than 7 percent of wealth managers receive the award each year.

Congratulations Scott on this recognition!

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. A disclosure of the criteria used in making these rankings can be found at http://www.fivestarprofessional.com/awards/2012_wealth_managers_research_overview.php

TFO Phoenix Honored by the Financial Times

TFO Phoenix is honored to be named to the inaugural 2014 Financial Times 300 Top Registered Investment Advisers List. TFO Phoenix was one of only four Arizona-based firms included on the list.

The Financial Times solicited applications from more than 2,000 independent RIA firms who had $300 million or more in assets under management.

Areas of consideration include:

  • Assets Under Management (AUM)
  • AUM Growth Rate
  • Firm Years in Existence
  • SEC Compliance Record
  • Industry Certifications (CFA, CFP, etc)
  • Online Accessibility

To view the 2014 inaugural edition featuring TFO Phoenix on page 9, click on the image to the right or follow this link http://www.ft.com/reports/registered-investment-advisers where you can download the PDF report located at the top of the page.

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. 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.

TFO Phoenix, Inc. Third Party Rankings Disclosure: 2014 Financial Times Top 300 RIAs.

Third party rankings are no guarantee of future investment success. Working with a high ranked adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. TFO Phoenix, Inc. data was as of 12/31/2013.

TFO Phoenix Named NABCAP 2012 Premier Advisor

TFO Phoenix has been named to the NABCAP Premier Advisor list for 2012 by receiving the Exemplary Advisor Award for excellence in financial planning.

 

The primary focus of NABCAP is to serve the needs of the investing public by helping identify top wealth managers through a stringent evaluation process in which 20 categories of practice management are carefully assessed.

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