Broker Check

Bloomberg Wealth Manager Recognition | September 2007

Mutual Fund Management Co. is pleased to announce that we were recognized in 2007 by two publications in their rankings of top Registered Investment Advisors (RIA) and top wealth managers in the United States.

Wealth Manager magazine has once again, for the sixth time out of seven years, ranked Mutual Fund Management Co. as one of the top wealth managers in the United States.  Wealth Manager collected data from the Securities and Exchange Commission (SEC) and surveys completed by their subscribers.  The rankings were based on the average account size and growth of assets under management in 2006.

Additionally, for 2006, we placed 58th out of the 183 top RIA firms listed in Financial Advisor magazine under the $100 million to $300 million category.  Financial Advisor compiles rankings that are divided into five asset categories based on assets under management.  Qualifying firms for this ranking are required to be a registered advisor with the SEC, offer financial planning services, have predominantly individual clients and be independent advisors.

We are very proud to have received these rankings and want to thank our clients who helped make these achievements possible.