We are excited to share that Lexington Wealth Management was recognized as a 2017 Financial Times 300 Top Registered Investment Advisors (RIA). The fourth edition of the FT 300 award winners were published on Thursday, June 22 in a special section of the newspaper’s U.S. edition and on FT.com
“We are honored to be recognized by Financial Times 300. It is a testament to our strong team who always put clients first,” says Michael Tucci, CEO of Lexington Wealth.
Kristine Porcaro, President and Co-founder says, “It’s simple. We give our clients the attention and service they want and deserve. They’re happy and that makes us happy. Winning an award for it is icing on the cake.”
Financial Times invited over 2,000 qualifying RIA companies to apply for the FT 300. Businesses were assessed on multiple factors such as assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. In other words, it is an accomplishment we are proud to share with all of you!
FT 300 Selection Process
To select the FT 300, FT started by reaching out to the largest independent RIAs across the U.S. that have a minimum of $250 million in assets. To make sure the list was relevant to the affluent individuals reading the FT, FT required that no more than 75% of a practice’s assets be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate, and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.
To read more about the selection process click here: FT 300 2017 List
About Lexington Wealth Management
At LWM, we understand that money can be emotional and we do our best to “connect the head and the heart of wealth management ©.” We are a fee only RIA firm at our core which avoids all possible conflicts of interest when it comes to making investment decisions for our clients. We pride on connecting with our clients and community in deeper levels. Currently we are running an Empower Women Series every month for women to come together to share, connect, and take charge of their lives and we will be launching an Entrepreneurial Series this upcoming Fall highlighting their financial decisions along the way.