Annex Wealth Management Named To The 2016 Financial Times 300 Top Registered Investment Advisors

Annex Wealth Management has been named one of the nation’s top Registered Investment Advisors – again. An RIA is defined in the Investment Advisers Act of 1940 as a “person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications.” An investment advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients’ best interests.

The Financial Times explains its methodology in determining the FT300: “The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies — more than 1,500 — to complete a lengthy application that gave us more information about them. We added to this with our own research into their practices, including data from regulatory filings. Some 520 RIA companies applied and 300 made the final list

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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