BT Wealth Management, an Atlanta-based investment, consulting and financial planning firm for high net worth individuals and families, has been named to the 2020 edition of the Financial Times’ FT 300 Top Registered Investment Advisers (RIAs) in the U.S.
In its seventh year of being published, the FT 300 list, which is produced independently by Ignites Research, presents selected RIAs as an elite group rather than a competitive ranking of one to 300. Those named to the list met a minimum set of criteria, including assets under management (AUM); AUM growth rate; number of years in existence; compliance record; industry certifications; and online accessibility.
“BT Wealth Management is proud to be recognized by Financial Times as a leading investment advisor,” said Scott Craig, Managing Partner and Chief Investment Officer of BT Wealth Management. “We believe our expertise and commitment to building lasting relationships with our clients has allowed us to be successful.”
BT Wealth Management boasts a unique, fee-based approach when developing and managing portfolios for its clients. The comprehensive approach, which begins with a robust analysis of the client’s current financial situation, combines investment, financial planning and tax expertise. The firm’s associates hold various professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA).
For the complete list of RIAs named to the FT 300, click here.
About BT Wealth Management
BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with offices in Atlanta and Savannah. The BT Wealth Management team aim to adhere to a disciplined investment process with a focus on building portfolios that meet client goals while striving to remain resilient in the face of market uncertainty.
About Financial Times
The Financial Times is one of the world’s leading business news organizations, recognized internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community. Learn more about the FT, including announcements and career opportunities, at aboutus.ft.com.
The Financial Times Top 300 Registered Investment Advisers award is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. 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. Over 750 qualified firms applied for the award, 300 of which were selected (40%). 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. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. BT Wealth Management did not pay a fee to participate in this program or to receive recognition on this list.
The CFA® credential is one of the most respected and widely recognized designations in the investment management industry. The curriculum covers academic theory, current industry practice and ethical and professional standards. Only one in five candidates who enter the program completes the 1,000 hours of intensive study, three 6-hour exams and four years of investment-related work experience required to attain the designation.
The CFP® examination covers a curriculum focused specifically on the financial planning process, including specialized topics such as tax planning, employee benefits, retirement planning and estate planning. CFP® professionals are required to build their theoretical and practical knowledge by undergoing a comprehensive course of study, completing several years of financial planning work experience and maintaining their right to use the designation through ongoing continuing education requirements.
The Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments and Wealth Institute demonstrates certification in portfolio construction, focusing on asset allocation, due diligence, risk measurement, investment policy, and performance measurement. Candidates for the program must complete an executive education program through an approved education provider, and successfully complete the certification exam. CIMA designees are required to complete 40 hours of continuing education every two years.
BT Wealth Management (“BTWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BTWM’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.