SagePoint Financial Congratulates Advisor Named to 2016 Financial Times 400 Top Financial Advisers List

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Connecticut-based advisor Kenneth Spitzbard ranked among the country’s top financial advisors.

This honor reflects Kenneth's dedication to this profession and his commitment to delivering excellent quality service for his clients. His leadership and skills are greatly valued by the SagePoint team.

SagePoint Financial today congratulated advisor Kenneth Spitzbard for his recognition on the Financial Times 400 Top Financial Advisers list. Spitzbard was recognized for the state of Connecticut on this year’s list and is a principle at Bard Financial Services.

This is the fourth annual FT 400 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT. Nearly 1,000 elite financial advisors applied for consideration, having met minimum requirements for Assets Under Management (AUM) and experience. The advisor applicants were then graded on six criteria: AUM; AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.

“We applaud Kenneth and his recognition as one of the top advisors in the country by Financial Times for 2016,” said Jeff Auld, president and CEO of SagePoint Financial. “This honor reflects his dedication to this profession and his commitment to delivering excellent quality service for his clients. His leadership and skills are greatly valued by the SagePoint team.”

The “average” advisor in this year’s FT 400 has 26 years’ experience and manages $1.6 billion in assets. The FT 400 advisors hail from 38 states and Washington, D.C.

Spitzbard has nearly three decades of experience in the financial services industry and has extensive knowledge of long-term investment allocation.

The FT 400 is one in series of rankings of top advisors that the FT developed in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisors).

About SagePoint Financial, Inc.
SagePoint Financial, Inc. is part of one of the nation’s largest independent broker-dealer organizations and a Registered Investment Advisor, member FINRA and SIPC. SagePoint is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has approximately 1,700 advisors across the U.S., with more than 200 home office staff based in our Phoenix, Arizona headquarters and our sister locations. For more information, please visit

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA, SIPC and registered investment advisor.

The Financial Times 400 Top Financial Advisers is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.

A third party ranking is not a guarantee of future investment success and does not ensure that a client will experience a higher level of performance or results.

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