August 3, 2020 – TFO Phoenix has once again been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This is the third consecutive year TFO has been named to this list which recognizes top independent Registered Investment Adviser firms from around the country. TFO Phoenix was only one of three Arizona-based Registered Investment Advisory firms to receive this recognition.
TFO Phoenix Once Again Named to the Financial Times 300 Top Registered Investment Advisers
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 and Ignites Research, the FT’s sister company, invited qualifying Registered Investment Advisers (more than 2,000) to complete a lengthy application that provided more information about their firm. Some 760 Registered Investment Advisers applied and 300 made the final list. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from Registered Investment Adviser firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the Registered Investment Adviser firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.