Wealth Manager Magazine Names Orange County's Leading Investment Management Firm "Top Wealth Managers" in the Country
The Keller Group Investment Management, Inc. -- a nationally recognized firm providing investment management and financial planning services to high net worth families -- has been named by one of the most prestigious financial publications in the nation, Wealth Manager Magazine, as a "Top Wealth Manager." This list of top wealth managers in the country is published in the July/August issue.
Irvine, Calif. (Vocus/PRWEB ) July 16, 2009 -- The Keller Group Investment Management, Inc. -- a nationally recognized firm providing investment management and financial planning services to high net worth families -- has been named by one of the most prestigious financial publications in the nation, Wealth Manager Magazine, as a "Top Wealth Manager." This list of top wealth managers in the country is published in the July/August issue.
The ninth annual "Top Wealth Managers" list is ranked by average assets under management per client and according to the ranking survey; $3.8 million is the average in terms of Assets Under Management (AUM) per client and 11.8 percent of firms grew total AUM in 2008.
"The bedrock foundation of wealth management is trust and confidence. Especially now. Great wealth managers' practices are based on trust and confidence; these go hand-in-hand with fiduciary duty and re-evaluating the everyday and emerging risks to their clients, regaining portfolio investment bearings and getting clients back on a stable path," said Kathleen McBride, editor-in-chief of Wealth Manager Magazine.
Established in 1990, The Keller Group is a fee-based Registered Investment Advisor (RIA) providing unbiased and objective financial advice for its clients. Through the firm's wealth management process, clients benefit from a personally designed portfolio that is tailored to meet their specific needs. The Keller Group currently manages more than $1 billion for individuals, trusts, pension plans, foundations and corporations. Due to the firm's commitment to a high level of personal service, the minimum investment relationship is $500,000. The Keller Group is an affiliate of First Foundation Inc. - a private financial firm based in Irvine, Calif. On October 1, 2009, The Keller Group will change its name to First Foundation Investment Management.
About First Foundation Inc.
First Foundation Inc. is a private financial firm that offers seamless banking, estate planning, wealth management, philanthropic consulting and trust service. This full-service firm provides complete financial management through its affiliates:
The Keller Group Investment Management, Inc -- a nationally recognized firm providing investment management and financial planning services to high net worth families, trusts and business entities with a minimum investment of $500,000.
First Foundation Bank -- a federally chartered bank that offers FDIC-insured deposit accounts, business, personal and commercial lending, insurance services and trust management;
First Foundation Advisors -- a national group of consultants offering estate, investment management and philanthropic planning services to families and individuals who have a net worth exceeding $10 million.
First Foundation's goal is to offer clients a single source to handle their investments, insurance, taxes, estate planning, charitable donations and other financial needs. Additional information is available at firstfoundationinc.com.
Media Contacts:
Vanessa Showalter
949-748-0542
Genevieve Anton
714-544-6503
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