Carlson Capital Management has again been named to Financial Times’ Annual FT 300: Top Registered Investment Advisers listing.
In the publication’s fifth edition of the listing they “assess registered investment advisers (RIAs) on traits desirable to clients.” According to editor Loren Fox “We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is a fair way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specialisations.” The colleagues of CCM are very honored to be included in this national listing.
Financial Times independently creates this annual listing and includes their methodology here. CCM was invited to complete an application for this listing, and Financial Times used their own criteria to create the final listing based on six broad factors: adviser AUM, asset growth rate, a company’s years in existence, compliance record, industry certifications of employees, and online accessibility. CCM paid no fees to be included in this listing, and has paid no fees to the publication to promote this listing. According to Financial Times, 760 RIA firms applied, and 300 made the final list. Research was conducted on behalf of Financial Times by Ignites Research.