StrategicPoint Named Among Top Firms Nationwide in Two Independent
Surveys
Financial Advisor and Wealth
Manager Rankings Based on Assets Under Management
Providence, Rhode Island,
July 21, 2009 -- StrategicPoint Investment Advisors (SPIA), one of Southern
New England’s leading investment advisory firms, was named among the Top Wealth
Manager firms in the United
States in the July 2009 issues of both Financial Advisor and Wealth Manager Magazine.
The separate
independent surveys ranked firms based on assets under management for the 2008 calendar year. Specifically,
the magazines focused on the percentage of growth in assets for the firm, per
individual client, and the percentage change in the number of total clients.
SPIA was the only Rhode Island firm listed in the Wealth Manager Magazine survey and the only one in the state included
in Financial Advisor’s Asset Category of $500 Million - $1
Billion, coming in at 97th in the country.
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