Choate Investment Advisors Ranked Top 50 RIA Giant
| January 13, 2011
Choate Investment Advisors has been selected by Forbes Magazine to its “RIA Giants,” ranking #42 in list of the top 50 fee-only Registered Investment Advisors in the nation.
Choate Investment Advisors has provided wealth management services to high net worth individuals and families for decades, and currently oversees over $2 billion in assets. Choate offers an independent “open architecture” investment strategy and does not sell any proprietary products or charge hidden fees. This allows Choate’s investment team to create sophisticated portfolios for clients that utilize the best managers and products available without any conflict of interest. The firm’s seamless one-stop, family office approach to wealth management provides clients with top notch, institutional quality investment management services that are fully integrated with their tax, estate planning, and other needs.
Forbes gathers the information for its “RIA Giants” list through a partnership with the Web-based financial advisory and registered rep tracker RIA Database. Growth was calculated from discretionary assets under management data (as defined by the SEC) from December 31, 2008, to September 30, 2010. The advisors that are included on the list cannot charge commissions or have registered representative employees at their firms.