August 16, 2019
Play ball!
On Friday August 9, the Adviser Investments team met up with family and friends at Fenway Park to cheer on the Boston Red Sox as they handily beat the Los Angeles Angels—16-4, to be exact.
This annual summer outing is an office favorite, and just one of many ways we celebrate as a team. We’re proud of the work we do to deliver an exceptional level of service to all of our clients. Red Sox Night is a welcome opportunity to enjoy some time together outside of the office.
Events like these are one reason we’ve been recognized for three consecutive years among Pensions & Investments’ “Best Places to Work in Money Management” and “Boston’s Best & Brightest Places to Work For” as well as InvestmentNews’ “Best Places to Work for Financial Advisers” for the past two.
Go Sox!
About the Awards
InvestmentNews’ Best Places to Work for Financial Advisers Award (2019 & 2018) is based on responses to surveys voluntarily completed by the owners and employees of participating firms. Firms do not pay a fee to participate. Best Companies Group conducts the survey. InvestmentNews evaluates participating firms’ ability to attract and retain talented employees and then ranks the firms. To be eligible for the award firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. In 2018, 50 firms were named to its list; in 2019 75 were named. Visit http://www.investmentnews.com/section/best-places-to-work-for-financial-advisers/2019 for more information.
Pensions & Investments’ Best Place to Work in Money Management (2018) award is conducted by research firm Best Companies Group, (BCG). Participating firms and their employees complete surveys assessing corporate culture and communications; role satisfaction; work environment; relationship with supervisor; training; development and resources; pay and benefits; and overall engagement. BCG analyzes the results and ranks participating firms. Participating firms must have an office in the United States; at least 20 employees; have at least $100 million in regulatory assets under management; and have been in business for at least one year. For more information and a complete list of recipients visit www.pionline.com/BPTW2018.
Boston’s Best and Brightest Companies to Work For® (2018) competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. The competition assesses organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
Awards are not indicative of client experience or future investment performance.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC