Liz Shabaker, CFP, is Versant Capital Management’s chief executive officer.
Versant named to 2018 Financial Times 300
Versant Capital Management, Inc., a Phoenix-based wealth management and investment firm, announced it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The list recognizes top independent RIA firms from across the U.S.
The Financial Times is an international daily newspaper headquartered in London, with an emphasis on business and economic news. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors:
• Assets under management (AUM)
• AUM growth rate
• Years in existence
• Advanced industry credentials of the firm’s advisers
• Online accessibility
• Compliance records
There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 is a representation of high-level RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
Click here to read the full list: Financial Times 300 – the list: the top US registered investment advisers 2018.