Patriot Investment Management has been named to The 2015 Financial Times 300 Top Registered Investment Advisers List. The list recognizes top independent RIA firms from across the U.S.
The 2015 Financial Times 300 Top Registered Investment Advisers List is an independent listing produced by the Financial Times. This is the second annual FT 300 List, and it is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Laura Bolton, Patriot’s Chief Information Officer, explained further, “Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.”
The average FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.
Patriot Investment Management is an SEC Registered Investment Advisory Firm, founded in 1993. Patriot is a leader in the Knoxville area, providing fee-only services (no product sells or commissions) in professional wealth management to individuals, corporations, foundations and institutions.