Adviser Investments announced today that it has been named among the “Top 100 ETF Power Users” by RIA Channel and Forbes.
While Adviser Investments is known primarily for its 25 years of experience identifying select actively mutual fund managers for its clients’ portfolios, the firm also has a long history of investing in exchange-traded funds (ETFs) on its clients’ behalf, believing that ETFs’ low costs and flexibility make them a valuable portfolio-building tool.
RIA Channel Founder and CEO Julie Cooling recognized the award winners’ “independence, entrepreneurial spirit and ability to emerge as leaders in your field.”
The ranking was based RIA Channel’s RIA Database, which uses quantitative and qualitative criteria to create the rankings. RIA Database has ranked wealth managers for Forbes.com for 12 years in addition to providing criteria, data and research for lists featured in both Forbes and Fortune magazines.
Adviser Investments is an independent, professional wealth management firm with expertise in actively managed mutual funds, ETFs, fixed-income investing, tactical strategies, socially responsible investments and financial planning. We advise more than 3,500 clients with over $5 billion under our care. Our team focuses on helping individual investors, trusts, foundations and institutions meet their long-term investment goals.
Disclaimer: RIA Channel® Top 100 ETF Power Users ranks wealth management firms using exchange-traded funds (ETFs) based on aggregate dollar value held as reported on the firm’s September 30, 2019 Form 13F filing with the U.S. Securities & Exchange Commission (“SEC”). Firms are ranked from greatest to least based on total dollar value of ETFs managed on a discretionary basis. Data was collected by RIA Channel affiliate, RIA Database, www.riadatabase.com.
Ranking does not analyze how ranked firms utilize ETFs or performance. To be considered for the rankings, firms must be domiciled in the United States; be registered with the SEC; primarily manage assets for retail individual clients; and provide comprehensive wealth management and financial planning services. The award is not indicative of client experience or future investment performance. Adviser Investments did not submit any information to RIA Channel regarding in this ranking, request to be considered for the ranking, nor pay any fee in connection with it.