Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Capital Wealth Management Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018 – Capital Wealth Management, West Warwick, RI is pleased to announce it has been selected to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Capital Wealth Management is also the only RIA to have this honor in the state of Rhode Island. Lee A. Duckworth, President & CEO said, “I’m excited for my team, they deserve the recognition, they are diligent and clientfocused.” This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset 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.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). 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. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC.

Investment Advisory Services are offered through Capital Wealth Management, LLC, a registered investment advisor. Additional information, including management fees and expenses, is provided on Capital Wealth’s ADV Part 2. Past performance is no guarantee of future results.

Capital Wealth Management, LLC and Triad Advisors, LLC. are not affiliated.

Estate Management 101

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Office:	(401) 885-1060
Fax:	(401) 885-7030