Plymouth, MN (PRWEB) August 28, 2011
Securus Wealth Management, LLC is pleased to be named a Top Wealth Manager for the fourth straight year.
“To receive this award 4 years running is an attribute to the Securus Team and clientele. My thanks goes to the entire Securus Team for their dedication, commitment, integrity and trust.” said Jim Goodland, President and CEO of Securus Wealth Management.
Each year, AdvisorOne solicits RIA firms who are self-identified as wealth managers to provide them with details on their firms. They then create a database that allows a reader to view all the Top Wealth Manager Survey participants by total assets under management, along with various other measures, including average AUM per client.
AdvisorOne also enlists the professional expertise of Philip Palaveev, president of Fusion Advisor Network and his colleagues, particularly Jonathan McQuade, to analyze the Wealth Managers' data in aggregate (preserving each firm's anonymity on key metrics such as revenue and profitability) to analyze that data to help all wealth management firms benefit by learning the key characteristics of the top firms.
As Philip Palaveev and Jonathan McQuad write, “The 370 firms participating in the report have reached record levels of revenues, assets and productivity and have created strong brands, competitive presence in their markets and undoubtedly a great record of client service.”
The Top Wealth Manager report is open to participation by all firms who define themselves as wealth managers and have their own registration as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. The survey captures the largest and most successful independent wealth management firms – those that are owned and operated by advisors themselves.
Securus Wealth Management, LLC is a Federally Registered Investment Advisor (RIA) and wealth management firm. Securus specializes in “all weather financial navigation” and focuses on growing and protecting their clients' wealth. Securus has developed SecurPlan™ and SecurMap™ which provides their clients with a distinct investment and financial plan for all economic and market conditions.
Securus has offices in Plymouth, St. Paul, Minneapolis, St Louis Park, Grand Rapids and Fargo, North Dakota.
For more information contact Kristen Mueller – Chief Operations Officer 763.231.7880 or kristen(at)securuswealth(dot)com
Investment Advisory Services offered through Securus Wealth Management LLC, a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA & SIPC. Securus and Cambridge are separate companies