It is always an honor to be on this list of top independent financial advisors," said Todd Millay, managing director of Choate Investment Advisors
Tom Schlossberg, president of the new organization, said, "Diversified Investment Advisors
has a singular business focus -- retirement plans.
Davidson Investment Advisors
has successfully managed portfolios for individuals, corporations, employee benefit plans, foundations and trusts for more than 30 years, and operates from offices in Great Falls, Seattle and San Francisco.
According to partner Wayne Siemens, investors or other capital institutions interested in selling similar bonds, mortgages and REO may contact Secured Investment Advisors
Prior to joining Banc One Investment Advisors
in spring 1992, he was a senior portfolio manager with Harris Trust and Savings Bank in Chicago.
Quantitative Investment Advisors
, which began managing mutual funds in 1985, manages approximately $1.
Diversified Investment Advisors
' Report on Retirement Plans--2006 survey was conducted by Diversified Investment Advisors
Trust Company of America Institutional Advisor Services is an independent, differentiated provider of custody, trading, and back office services to fee-based registered investment advisors
TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors
(RIAs) and their clients.
The wealthy are prudent investors," said Shawn Ecklund, managing director of Glencrest Investment Advisors
According to Investment Advisor
Magazine, May 2006 issue, "Another way to rank the importance of fee-based services to a firm is to consider the growth in the number of fee-based advisors that have partnered with a firm over time .
The rule allows stockbrokers to offer services similar to a Registered Investment Advisor
without being held to the fiduciary standard of care and conflict of interest disclosure required of RIAs.