RIDGEWOOD, NJ (Jun 28, 2018) – Advisors Capital Management (ACM), a leader in investment and wealth management, today announced it has been named once again in the Financial Times Top 300. The annual ranking recognizes America’s leading independent Registered Investment Advisors, all of which manage $300 million or more in assets. This invitation-only list of 2,000 RIA firms was graded on six criteria; assets under management(AUM), AUM growth, years in existence, industry certifications held by staff, SEC compliance record, and online accessibility.
“This is a particularly nice honor as we are celebrating serving our clients for 20 years as an organization. ” said Dr. Charles Lieberman, ACM’s Co-Founder and CIO. “The success of the firm is due to the strength of our investment and wealth team and the ongoing trust and confidence of our clients.” Dr. Lieberman is also a contributing columnist for Bloomberg View.
ACM designs customized equity and fixed income portfolios for institutional and direct clients. With portfolios composed of individual securities, ACM clients can achieve extreme tax efficiency and have portfolios designed around personal restrictions or investment policies. ACM’s income strategies which seek to grow income over time have been highlighted in Barron’s and on Bloomberg and CNBC.
The firm’s investment team is comprised of experienced professionals formerly from academia, the Federal Reserve and Wall Street. ACM’s wealth team provides retirement, estate, and business planning to over 500 direct families nationally.
The firm’s Senior Economic Advisor is former Federal Reserve Chairman Dr. Alan Greenspan. ACM’s top-down and bottom-up investment process looks to exploit the firm’s economic expertise when determining the top-down direction. Yet in the end, it is the firm’s fundamental value approach of equity and fixed income security selection that rounds out our clients’ customized portfolios.
Click To View The Complete Financial Times Top 300 List
About Advisors Capital Management, LLC
Managing over $2.1 billion in client assets ACM is a nationally recognized money manager and wealth services firm located in Ridgewood, NJ. For more information visit www.acmwealth.com.
For Additional Information Contact:
Karen P. LoSchiavo
Director of Private Client Services
Advisors Capital Management
201-447-3400
Karen.loschiavo@advisorscenter.com
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
