BWC is proud to announce that Beirne Wealth Consulting Services, LLC has been selected by Barron’s in its 2021 "Top 100 Institutional Consulting Teams” ranking. Barron’s annual Top 100 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. For this particular ranking, Barron’s recognizes the nation’s top teams specializing in investment consulting for defined contribution and defined benefit plans, endowments, and foundations.
“Our team is honored to be named to this prestigious list from Barron’s. We are deeply committed to the institutional market place and have developed a firm specifically to solve problems that currently exist in the institutional sector.” – Richard DeFrancesco Jr., Partner & COO
Click here for the complete list of the 2021 Top 100 Institutional Consulting Teams.
About Barron’s Top 100 Institutional Consulting Team Ranking
Nominees were evaluated on a range of criteria, including institutional investment assets overseen by the team, client tenure, revenue generated by those assets, number of clients served by the team, and the number of team members. The Barron’s scoring systems also considered teams’ advanced professional designations. All Barron’s advisor rankings are based on a combination of quantitative and qualitative data. Barron’s measures assets and revenue because those are important indicators of client satisfaction; clients vote with their assets and with the fees they pay for the value an advisor is delivering to them. Barron’s also measures a wide range of qualitative data aimed at capturing advisors’ resources and track record in serving their clients well. The qualitative measure include regulatory records, team resources, work experience, and advanced credentials.
All investments involve risk, including loss of principal invested. Past Performance does not guarantee future performance. Individual client accounts and performance vary. BWC does not provide tax advice.
About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor* with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
*Registration does not imply a level of skill or training.
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