Accredited Investors Wealth Management® Receives
2017 Best Places to Work Award
Minneapolis, Minn. – Sep 7, 2017 – Accredited Investors Wealth Management®, a comprehensive fee-only practice committed to aligning people’s resources with their values, today announced that the Minneapolis/St. Paul Business Journal named Accredited on its annual list of Best Places to Work in the Twin Cities Metro Area. This is the third consecutive year that Accredited Investors Wealth Management® has appeared on the list for small companies with 25-49 employees.
“We are honored again to be named among the best places to work in the Twin Cities,” said Ross Levin, Chief Executive Officer and Founder. “Our dedication to colleagues encompasses more than superficial perks – we try to create a meaningful, positive environment in which to work and live. We recently hosted two professors from the Stanford Center for Compassion and Altruism for a two-day retreat on Mindfulness and Compassion. We offer five paid volunteer days off annually for employees to support causes important to them. Our book club discusses meaningful topics and philosophies we can incorporate into our work. We provide clear career tracks, pay for educational costs and career training, and consider our family leave policy to be unparalleled for a firm our size.”
Employees from more than 250 Twin Cities Metro Area companies qualified to participate in an independent, third-party survey, anonymously ranking their work places on criteria such as communication, professional development, and leadership practices. The Business Journal selected the highest-scoring companies to be its 2017 Best Places to Work honorees.
This latest recognition follows another honor Accredited Investors Wealth Management® and its leadership have received in the past year. The firm was named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.1
About Accredited Investors Wealth Management
Founded in 1987, Accredited Investors Wealth Management® is a comprehensive, fee-only wealth management firm committed to aligning people’s resources with their values. Accredited Investors Wealth Management® manages approximately $1.6 billion for individuals. For more information, visit accredited.com.
1 The FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
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. There are no fees or other considerations required of RIAs that apply for the FT 300.
In its release of the FT 300 list (published June 23, 2017) the Financial Times stated, “To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported to the SEC that they had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 725 RIA companies applied and 300 made the final list.”
This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Additionally, the FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the US.
Finally, the Financial Times notes that the FT 300 is presented “as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specializations.”