Utica, NY, July 9, 2018– Strategic Financial Services, Inc. (“Strategic”), a New York-based wealth and investment management firm founded in Utica in 1979, is proud to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes the top independent RIA (Registered Investment Advisor) firms from across the United States. Strategic is the only firm in Central New York to earn this distinction.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the magazine that provides business intelligence on the asset management industry. Thousands of 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 and compliance records. No fees are required to apply for this award.
“It is a great honor to be considered an industry leader. We are fortunate to have an outstanding team that works hard for great clients. Many thanks to the Financial Times for the recognition,” said Alan R. Leist III, CFA, Principal and Senior Advisor at Strategic.
The final FT 300 showcases the most elite of RIA firms: On average, each firm on the list has been in business for over 22 years and manages $1.7 billion in assets.
With offices in Utica and Syracuse, New York, Strategic Financial is an established investment management firm and regional leader in the financial services industry. While successfully operating with established roots, they continue to grow and expand their geographic footprint and influence across New York State and the Northeast. The firm has an aggressive growth plan, focusing on creating measurable and meaningful financial and experiential growth for their client base.