We are pleased to announce that Golub Group has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. based on their assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

As always, please let us know if you would like to set up a call or meeting to discuss your personal financial planning and investment needs, questions or concerns.

With best wishes,
Joe