President’s Address

By:  Rob Carpenter | President & CEO

Today’s investment landscape is more complex than it has ever been. Increasingly, it takes a team of dedicated experts to manage your money, and more and more people are realizing the value of working with a registered investment advisor (RIA) such as BWFA.

Recently, the Financial Times recognized 300 of the top RIAs, based on a set of criteria that BWFA has always taken great pride in: assets under management (AUM), AUM growth rate, years in existence, compliance record, industry certifications (such as CFP® and CFA), and online accessibility. BWFA always strives to excel in each of these areas, and it’s nice to be recognized alongside other RIAs that also seek to work in their clients’ best interests.

While it’s always nice to have an award, BWFA’s main goal continues to be serving our clients. We appreciate the Financial Times for recognizing the hard work and dedication that we see as part of our responsibility to our clients’ best interests. The greatest award we could ever receive, however, is knowing that we’ve worked hard to achieve the goals that we and our clients have set.

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Disclosure: The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The list was compiled using information prepared and submitted by the advisors, regulatory disclosures, and the FT’s research. The ranking is based on a firm’s assets under management, asset growth rate, years in existence, compliance record, industry certifications, and online accessibility. A more thorough disclosure of the criteria used in making these rankings is available upon written request to the advisor. Neither the RIA firms nor their employees pay a fee to Financial Times in exchange for inclusion in the FT 300.

Third-party rankings from Financial Times and other publications are no guarantee of future investment success. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client.