I am proud to announce that Venturi was recognized by Financial Times as a 2020 FT 300 Top Independent Advisory Firm on July 31st. This is the fourth year in a row that our firm has been recognized. As we celebrate our fifth anniversary of independence in August, we also celebrate surpassing $1.6 billion in assets under management which is a fourfold increase in five years. I am proud to work with so many great people at this firm that execute flawlessly and make a difference in the lives of our clients every day.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). 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. 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.