620 Fifth Ave. Suite 202, New York, NY 10020
BEEKMAN WEALTH ADVISORY N AMED
TO
2016 FINANCIAL T IMES 300
T OP REGISTERED INVESTMENT ADVISERS
"Beekman Wealth Advisory is
committed to offering unconflicted
advice and transparency to
ultra-high net worth clients. Our
clients’ loyalty, trust, and active
engagement with us are what
Beekman Wealth Advisory is pleased to announce that it has
been named to The Financial Times 300 Top Registered
Investment Advisers, which recognizes elite independent RIA
firms from across the U.S.
This is the third annual FT 300 list, produced independently by the Financial
Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that
provides business intelligence on the investment management industry.
make our relationships so
enjoyable and fulfilling. We’re
The “average” FT 300 firm has been in existence for 22 years and manages $2.6
billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C.
grateful to them for helping make
it possible for us to receive this
Beekman Wealth Advisory is both younger and smaller than this average, so
we are particularly gratified to have been awarded this honor.
coveted industry accolade."
More than 1,500 pre-screened RIA firms were invited to apply for
consideration, based on their assets under management (AUM). Applicants
were required to be independent investment advisers registered with the U.S.
Securities and Exchange Commission and to have at least $300 million in
AUM. Applicants were then graded on six criteria: AUM; AUM growth rate;
years in existence; advanced industry credentials of the firm’s advisors; online
accessibility; and compliance records.
Elizabeth P. Anderson, CFA
Founder, Managing Director
[email protected]
(212) 365-7400
Neither the RIA firms nor their employees pay a fee to The Financial Times in
exchange for inclusion in the FT 300. The Financial Times presents the FT 300
as a group, and not as a competitive ranking from 1 to 300. As with any
rating, inclusion in the FT 300 does not predict future performance.