Financial Advisor Magazine Names Wescott Financial Advisory Group's Investment Research Group to “All-Star Research Managers” List
Philadelphia, PA – Wescott Financial Advisory Group, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to announce that its Investment Research Group has been named to Financial Advisor magazine’s “All-Star Research Managers” listing.
Financial Advisor magazine selected Wescott based on a poll of its readers, asking who is doing the best job. From the initial nominations, follow up questions were asked to pare down the list further, including the nominee’s assets under management (AUM) and the performance of the nominee’s investment recommendations over the last five years. Wescott’s Investment Research Group will be recognized at the Fiduciary Gatekeeper Research Manager Summit, which is sponsored by Financial Advisor and Private Wealth magazines and will be held at the Hyatt Regency in Boston October 24-25.
Wescott’s Investment Research Group, led by Executive Vice President and Chief Investment Officer Lydia Sheckels, utilizes a due diligence and investment strategy rooted in the belief that it is better to spend the necessary resources and time in a fundamental analysis of a manager than to base decisions on quantitative data only.
“At Wescott, we pride ourselves on the amount of research and thought we put into our client’s investment strategy,” added Sheckels. “To be recognized by our industry as one of the leaders in investment research is truly humbling and a testament to our hard work.”
According to Financial Advisor, Wescott’s Investment Research Group’s “global view helps her and her team understand a manager’s approach.”
Wescott is one of the nation’s largest registered independent advisors with more than 325 clients and $1.8 billion in assets under management. In 2013, the firm was ranked 42nd nationally in Barron’s list of the “Top 100 Independent Financial Advisors.” Wescott is managed from offices in Philadelphia, PA; Boca Raton and Miami, Florida; and San Francisco, CA.
About Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 50 nationally by Barron’s and was named a top firm in South Florida by the South Florida Business Journal. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit www.wescott.com/press/digital-press-kit.
MEDIA CONTACT: For further information please contact Tracy Abriola at firstname.lastname@example.org or 215.979.1668.
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