Honored to be included among the ranks of other exceptional firms; humbled in the recognition that our efforts serving clients helps them realize their goals and aspirations.
NEW YORK (PRWEB) July 30, 2020
Barrett Asset Management, LLC is pleased to announce that it has again been named to the 2020 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The annual ranking—now in its seventh year—recognizes top independent RIA firms from across the U.S.
Christina Bater, CFP®, Managing Director, Barrett Asset Management, said, “This is the fourth time we have been recognized by the Financial Times and each time we have been both honored and humbled. Honored to be included among the ranks of other exceptional firms; humbled in the recognition that our efforts serving clients helps them realize their goals and aspirations.” Peter Shriver, CFA, Chief Executive Officer, Barrett Asset Management, added, “I am so proud of our team. Their commitment to our clients is exceptional and I appreciate all members of our firm in contributing to this recognition. And to our clients: Thank you for the confidence you continue to place in us. We are truly grateful for the opportunity and privilege to work with you.”
RIA firms that met a minimum set of criteria were then evaluated by the Financial Times on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There were no fees or other considerations required of RIAs that applied for inclusion in the FT 300 industry ranking.
About The Financial Times 300
The FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.
About Barrett Asset Management
Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each customized wealth plan and investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. To learn more about Barrett, please visit http://www.barrettasset.com.
FT 300 disclosure
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.