Alesco Advisors named to 2018 Financial Times 300 Top Registered Investment Advisors
ROCHESTER, N.Y. — July 11, 2018 — Alesco Advisors has been named to the 2018 Financial Times 300 Top Registered Investment Advisors (RIAs). Alesco Advisors is an independent, employee-owned investment advisory firm which serves institutional and individual investors through team members based in Rochester and Buffalo, N.Y., and San Francisco, Calif.
This is the fifth annual edition of the list, and the second consecutive year Alesco has appeared on the list. The FT 300 includes financial advisory firms from 38 states and Washington, D.C. The average FT 300 firm has over 22 years of experience in the business and manages $4 billion in assets. The Financial Times invites qualifying RIA companies to complete a lengthy application--this year, more than 2,000 firms were invited to participate.
“The Alesco Advisors team is delighted to appear on the Financial Times list again in 2018,” said Jim Gould, President of Alesco Advisors. “We are proud to be recognized for our ongoing commitment to serving the investment and financial needs of our clients.”
The Financial Times uses a formula to grade advisers based on six broad factors, calculating a numeric score for each company. Areas of consideration include the assets under management, asset growth, company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The Financial Times notes that the list is presented “as an elite group (and) not a competitive ranking of one to 300.”
About Alesco Advisors
Alesco Advisors is an SEC-registered investment advisory firm in Pittsford, N.Y. (a suburb of Rochester). Independent and employee-owned, Alesco serves the needs of institutions and high-net-worth individuals. Our expertise centers on developing and managing index-centric investment portfolios that are designed to meet the unique and specific needs of each client. Founded in 2000, Alesco advises on $4 billion in assets for foundations, endowments and retirement plans, as well as trusts, IRAs and individual taxable accounts. To learn more, visit www.alescoadvisors.com.
About The Financial Times 300 Top Registered Investment Advisors List
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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