Harris myCFO Investment Advisory Services, LLC Ranks Seventh on Forbes' Top 50 Financial Advisors for 2011
Annual ranking reflects top fee-only U.S. firms ranked by discretionary Assets Under Management
CHICAGO, Feb. 9, 2011 /PRNewswire/ -- Harris myCFO Investment Advisory Services, LLC has been ranked seventh in Forbes' ranking of registered investment advisors (RIA). Forbes' annual ranking, which was announced in January 2011, lists the country's top fee-only firms ranked by discretionary assets under management (as of the March 31, 2010 SEC Form ADV filing).
Harris myCFO Investment Advisory Services, LLC, an SEC registered investment advisor has $7.27 billion assets under management as of December 31, 2010.
In addition, $10.99 billion in assets are managed by Harris, N.A. bringing the total to $18.26 billion of assets under management as of December 31, 2010 by the Harris myCFO business unit.
"This ranking by Forbes Magazines serves as a strong indicator of the trust that our clients place in our investment strategy and the ability to provide customized solutions to their sophisticated investment planning needs," said Craig Rawlins, president, Harris myCFO Investment Advisory Services, LLC.
The complete list of Forbes' "The RIA Giants," including ranking criteria, can be found at www.forbes.com.
About Harris myCFO®
Harris myCFO® has a dedicated focus on ultra high-net-worth individuals and families. It offers its clients an integrated family office solution utilizing services that include investment advisory, income tax planning and compliance, estate planning services, philanthropic advisory, insurance evaluation, financial reporting and expense management. Harris myCFO® is part of the Harris family of wealth management solutions.
Harris myCFO Investment Advisory Services, LLC helps simplify the complex investment planning process for affluent clients by integrating all aspects of their financial life and providing customized solutions to meet their sophisticated needs.
Harris® and Harris Private Bank are trade names used by various subsidiary financial service providers of Harris Financial Corp. Banking services offered through Harris Private Bank are provided by Harris N.A. , The Harris Bank N.A. and their bank affiliates. Member FDIC. Harris myCFO® is a brand used by Harris myCFO, Inc. providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of Harris N.A. that are national banks with trust powers. Not all products and services are offered in every state and/or location. Investment products: ARE NOT FDIC INSURED _ MAY LOSE VALUE_CARRY NO BANK GUARANTEE.
SOURCE Harris Bank
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