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    Trust is earned.

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  • Beirne Wealth Consulting

    Beirne Wealth Consulting

ft

Financial Times Top Registered Investment Advisers (2014)

disclosure

FT 300 Disclosure

The 2014 Financial Times 300 Top 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. Inclusion on the list is not indicative of BWC’s future performance.

 

fa

Financial Advisor Magazine Top Registered Investment Advisers, #1 in CT, 107th nationally (2015)

disclosure

Financial Advisor Magazine - RIA Survey & Rankings Disclosure:

Financial Advisor magazine published its tenth annual ranking of independent advisory firms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of December 31, 2014. Neither the RIA firms nor their employees pay a fee to Financial Advisor in exchange for inclusion in FA Magazine’s Registered Investment Advisor (RIA) Survey & Ranking. Inclusion on the list is not indicative of BWC’s future performance.

 

barron's

Barron’s Top 1,200 Advisors (2016)

disclosure

Barron's Top Independent Advisors Ranking Disclosure

The rankings are based on data provided by over 4,000 of the nations’ financial advisors. Factors included in the ranking: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component. Neither BWC nor any of its employees paid a fee for the ranking. Inclusion on the list is not indicative of BWC’s future performance.

 

5 star

Five Star Professional Wealth Manager (2012 – 2016)

disclosure

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 eligibility and evaluation criteria:

  1. Credentialed as a registered investment advisory representative (IAR) or a registered investment advisor;

  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years;

  3. Favorable regulatory and complaint history review;

  4. Fulfilled their firm review based on internal firm standards;

  5. Accepting new clients; 

  6. One-year client retention rate;

  7. Five-year client retention rate;

  8. Non-institutionalized discretionary and/or non-discretionary client assets administered;

  9. Number of client households served;

  10. Educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded.

Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. For 2016, 1,983 Connecticut wealth managers were considered for the award; 417 (22 percent of candidates) were named Five Star Wealth Managers. For 2015, 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named Five Star Wealth Managers. For 2014, 3,926 Connecticut wealth managers were considered for the award; 417 (22 percent of candidates) were named Five Star Wealth Managers. For 2013, 2,263 Connecticut wealth managers were considered for the award; 531 (24 percent of candidates) were named Five Star Wealth Managers. For 2012, 2,204 Connecticut wealth managers were considered for the award; 503 (23 percent of candidates) were named Five Star Wealth Managers.

 

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