|By PR Newswire||
|April 1, 2014 09:30 AM EDT||
BOSTON, April 1, 2014 /PRNewswire/ -- The Chairman and CEO of The Colony Group, Michael Nathanson, and the firm's Vice Chair, Robert GIovsky, were among the featured speakers at the 2014 Barron's Top Independent Advisors Summit, recently held in Phoenix, AZ. Both executives have been featured speakers at prior Barron's conferences. This year, they spoke about the industry-wide priority of succession planning for future generations of clients and advisors.
In its most recent list of "The Top 100 Independent Investment Advisors," Barron's magazine ranked both Nathanson and Glovsky among the top 25 independent investment advisors in the nation, the sixth time that each executive was included on the list. In the most recent ranking, Nathanson received the highest ranking among all Massachusetts-based advisors.
The list of America's top independent investment advisors ranks advisors according to a scoring system based on, among other factors, quality of practice, assets under management, and revenue generation. Barron's is one of Wall Street's most respected publications and has been published since 1921.
The Colony Group also was recently included in the Boston Business Journal's 2013 ranking of the largest Massachusetts-based independent investment advisors based on total assets under management. This was the eighth consecutive year that The Colony Group was recognized with this distinction by the Boston Business Journal.
"On behalf of the entire Colony Group team, it is once again an honor to be recognized by Barron's," said Nathanson. "We offer our clients a highly specialized and experienced team approach to investing and wealth management. For nearly 30 years, The Colony Group has dedicated itself to building and broadening its team of select professionals, and we are proud of our success in doing so." Regarding The Colony Group's recognition by the Boston Business Journal, Glovsky added, "We are pleased not only to be ranked but to have increased our standing on the list. We believe that our growth is an important measure of our ability to provide clients with the exceptional, comprehensive service they deserve."
About The Colony Group, LLC
The Colony Group, LLC is an independent, fee-only, wealth management company with approximately $3.5 billion in assets under management and offices in Massachusetts, New York, and Florida. Founded in 1986, The Colony Group, with nearly 70 employees, provides high-net-worth individuals and families, corporate executives, professionals, and institutions with deep expertise that goes beyond investment management and also encompasses the full suite of financial counseling services, including tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management. For more information, please visit www.thecolonygroup.com.
CONTACT: Rachel Cambio of The Colony Group, LLC, +1-617-723-8200, [email protected]
SOURCE The Colony Group, LLC
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