ACG Wealth Honored for ‘Best Practices’ By InvestmentNews

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Award recognizes firms for excellence in practice management, technology

InvestmentNews named ACG Wealth a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.

CEO Greg Fink with Founding Partner Jeff Shaver.

The winners of the InvestmentNews Best Practices Awards were identified through their participation in the 2017 Adviser Compensation & Staffing and the 2017 Adviser Technology Study. The winning firms were officially recognized today at InvestmentNews’ Best Practices Award and Workshop, which was hosted at The Colonnade Hotel in Boston.

“The Best Practices winners are some of the most strategic and successful firms in the advice business,” said Mark Bruno, associate publisher at InvestmentNews. “Their leaders have a clear plan and vision for growing their firms and managing elite organizations.”

To identify the 2017 Best Practices Award winners, InvestmentNews Research created composite scores that examined several key metrics from its core benchmarking studies – including a firm’s rate of growth, profitability and productivity level. The data was obtained from over 700 independent advisory firms that participated in the 2017 Adviser Compensation & Staffing Study and the 2017 Adviser Technology Study. The “Best Practices” were those who ranked among the top-quartile of all participants; in addition, the final firms were selected after qualitative interviews conducted by the InvestmentNews Best Practices Committee.

“We are honored to be recognized by InvestmentNews with this award,” said Greg Fink, President and CEO. “We have an incredibly talented team of advisors, compliance officers and staff, who work incredibly hard putting our clients first. This is a reflection of their commitment.”

About ACG Wealth 

ACG Wealth advisors bring a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Atlanta-based independent firm serves high net worth individuals, foundations, endowments and retirement plans and has more than $1.8 billion in total assets under management. Securities are offered through Arkadios Capital. For more information visit www.acgwealth.com.