Colorado Financial Management is pleased to announce it has been named to the 2018 edition of the “Financial Times 300 Top Registered Investment Advisers”, marking three years in a row for CFM and four out of the last five. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. 

FT 300 Disclosure:

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2018). 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. 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.Methodology

Using the database of RIAs registered with the US Securities and Exchange Commission as a starting point and then selecting those that reported $300m or more in assets under management (AUM) to complete a lengthy application. From over 2,000 qualifying RIA companies, 760 applied and 300 made the final list (39%). A full listing of the methodology is available here: NOTE: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Colorado Financial Management is engaged, or continues to be engaged to provide investment advisory services, nor should it be construed as a current or past endorsement of Colorado Financial Management by any of its clients. A rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s or IAR’s clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Colorado Financial Management is not advertising a favorable rating without disclosing any unfavorable rating of Colorado Financial Management or facts that would call into question the validity of the rating.