"We are pleased to be recognized for our objective, advice-driven approach to wealth management for high net-worth families," said Bob Newell, CEO of Franklin Street Partners.
Chapel Hill, North Carolina (PRWEB) August 27, 2015
Franklin Street Advisors, Inc., the RIA subsidiary of Franklin Street Partners, was recently named to Forbes Magazine’s Top 100 Wealth Managers in 2015.
The only investment firm in North Carolina to be included in the list, Franklin Street Advisors has more than $2 billion in assets under management and has provided complete investment and wealth management solutions for families, individuals, foundations and endowments for 25 years.
“We are pleased to be recognized for our objective, advice-driven approach to wealth management for high net-worth families with unique intergenerational needs,” said Bob Newell, CEO of Franklin Street Partners. “Our longevity in this business is a testament to those who founded this firm, and we are honored to build on their well-earned reputation for integrity and transparency.”
The list was compiled using data from the RIA Database®. The firms were chosen based on quantitative and qualitative criteria. To qualify, each firm must manage at least 50 percent of their assets on behalf of high net-worth clients, cannot run a broker-dealer (although they can be affiliated with one), can not be a bank (trust companies are permitted), and must be performing wealth management services.
You can learn more about the Top 100 Wealth Managers list at Forbes.com/top-wealth-managers/. For more information on how Franklin Street partners might assist your family, please go to http://www.FSPNC.com or call 1.877.489.2600.