TFO Phoenix Named to the 2018 "300 Top Registered Investment Advisors” by The Financial Times

TFO Phoenix has been named to the 2018 Top 300 Registered Investment Advisors by The Financial Times. This award was based on six factors evaluated by The Financial Times including firm-wide growth, compliance records and advanced industry credentials of the firm’s advisors*. TFO Phoenix was one of only four Arizona-based advisors to receive this award.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ.

*The Financial Times’ (FT) methodology is quantifiable and objective. The Registered Investment Advisers have no subjective input. The FT invites qualifying companies – more than 2,000 – to complete a lengthy application providing more information about them. Some 760 companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company. Areas of consideration include adviser Assets Under Management, asset growth, the company’s age, industry certifications of key employees, Securities and Exchange Commission compliance record and online accessibility. More information can be found at

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.