Mission Wealth Named to Financial Times’ Inaugural 2014 “FT 300 Top Registered Investment Advisers” List

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Mission Wealth has been named by the Financial Times as one of “America’s Top 300 Registered Investment Advisers.”

“It is an honor to be in included in the inaugural FT 300 list,” said Seth Streeter, co-founder and president of Mission Wealth.

Mission Wealth is honored to be included in the Financial Times’ inaugural list of America’s Top 300 Registered Investment Advisers (RIAs). The list, identified as the “FT 300” and published on June 26, aims to provide readers with a snapshot of the leading financial advisers in the United States.

The Financial Times initially invited more than 2,000 RIA firms, who were registered with the US Securities and Exchange Commission (SEC) and reported to the SEC that they had $300 million or more in assets under management, to participate in the selection process. The RIAs that participated were then judged on their overall score in six areas, including assets under management, asset growth, the firm’s years in existence, industry certifications of key employees, SEC compliance record, and online accessibility. To ensure relevance to individual investors, the list only includes RIA practices with no more than 75 percent of AUM in institutional assets.    

“It is an honor to be in included in the inaugural FT 300 list,” said Seth Streeter, co-founder and president of Mission Wealth. He credits Mission Wealth’s success to its comprehensive and proactive approach to helping clients achieve their financial dreams. According to Streeter, the recognition also reinforces Mission Wealth’s belief in “inspired” wealth management, where advisers look beyond charts and financial projections and into each client’s unique goals and values so that they can help clients find ways to use their passions and talents to positively impact world, creating fulfillment beyond the bottom line.

About Mission Wealth–
Mission Wealth was founded on a vision to empower affluent families to pursue their financial dreams. When built, they saw a demand for something different from what other financial services firms were providing. To meet this demand, Mission Wealth was founded on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants, attorneys, and bankers. Mission Wealth does not sell any internal products; therefore, the recommendations they make are solely in the client’s best interests. Their client-centric planning process acknowledges clients and their needs to keep them on track and provide peace of mind. Mission Wealth’s team coordinates with professional advisers to ensure effective integration of all financial decisions. For more information on Mission Wealth, please visit http://www.missionwealth.com.

Mission Wealth is a Registered Investment Adviser. This document is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

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Marcie Lund
Mission Wealth
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