The Financial Times 300 Top RIAs list highlights elite, independent adviser firms with at least $300 million in assets under management.
(Louisville, KY) — Parthenon LLC has been named to the 2017 Financial Times list of the “Top 300 Registered Investment Advisers” in the United States. This is the fourth 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 investment management industry. Parthenon first made the list in 2015.
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 FT 300 Top RIAs hail from 37 states and Washington, D.C.
Founded in 1999, Parthenon provides core investment management strategies for high net worth families, trusts, individuals and institutions. Each portfolio is customized based on the client’s specific needs and utilizes individual securities rather than funds, offering greater control over portfolio quality and timing related to tax realization. Parthenon’s portfolio managers average more than 25 years of experience in the investment management industry. The company also serves as the general partner and investment adviser to Fort Nelson Partners LP.
“It’s an honor to be named again as a top advisor in the industry by the Financial Times,” said Todd P. Lowe, president of Parthenon LLC. “We’ve always been committed to providing our clients the highest standard of service to complement our proven investment strategy, and we’re proud to know the Times considers us among the best at what we do.”