We were honored to make the Top 300 Registered Investment Advisers list, as published in the Financial Times last month. We were one of 12 advisors recognized in Texas.
According to the FT report, they used the following criteria when developing the rankings:
The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility.
We received the award at an banquet hosted in New York City. We were represented by Patrick Briaud, a resident of New York and son of our founder Janet Briaud.
Link (paywall): The FT 300 List