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