NEW YORK, July 1, 2014 /PRNewswire/ -- Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today congratulates The Colony Group, a Boston-based Partner firm, for being recognized in the first annual "Financial Times Top 300 Registered Investment Advisors" ranking by the Financial Times, a leading financial industry newspaper. The Colony Group has regularly been featured on lists of top advisors. In its most recent list of "The Top 100 Independent Investment Advisors," Barron's ranked Colony Group executives Michael Nathanson and Robert Glovsky among the top 25 independent investment advisors; this is the sixth time each have been included in the ranking.
"Focus is extremely proud of The Colony Group for being recognized on the inaugural FT 300 list, and we celebrate their accomplishments," said Rajini Kodialam, Co-founder and Managing Director of Focus. "This prestigious ranking is another testament to the caliber of The Colony Group team and the independent wealth management industry as a whole."
Founded in 1986, The Colony Group strives to provide expert investment, wealth management and other financial services to high net worth individuals, corporate clients, retirement plans, foundations, trusts and charities. The company has offices in Boston, Massachusetts, Armonk and New York City, New York, and Naples, Florida.
The FT 300 rankings are based on data provided by the nation's most productive advisors. 2,000 firms with at least $300 million assets under management were considered for the list. In creating the final ranking, assets under management, assets under management growth rate and compliance record, among other criteria, were used for evaluations.
About The Colony Group
The Colony Group, LLC is an independent, fee-only, wealth management company with approximately $3.5 billion in assets under management and offices in Massachusetts, New York, and Florida. Founded in 1986, The Colony Group, with nearly 70 employees, provides high-net-worth individuals and families, corporate executives, professionals, and institutions with deep expertise that goes beyond investment management and also encompasses the full suite of financial counseling services, including tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management. For more information, please visit www.thecolonygroup.com.
About Focus Financial Partners
Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With approximately $300 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included on Inc. Magazine's 5000 ranking of the nation's fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain's New York Business "Fast 50" growth firm in New York City. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
Disclosure
The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Contact:
FTI Consulting
Raina Gajjar, +1 (212) 850-5724
[email protected]
Courtney Chennells, +1 (212) 850-5629
[email protected]
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SOURCE The Colony Group, LLC
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