PROVIDENCE – Capital Wealth Management has something to crow about.
The West Warwick firm has been selected to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers.
The list recognizes top independent registered investment advisory firms across the nation.
Capital Wealth Management was the only Rhode Island firm on this year’s list. No firms based in Bristol County, Mass., made the list this year.
“I’m excited for my team,” Lee A. Duckworth, Capital Wealth Management’s president and CEO, said in a statement. “They deserve the recognition; they are diligent and client-focused.”
Firms applied for consideration for the list, having met a minimum set of criteria. They were graded on six factors: assets under management, assets under management growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records.
Scott Blake is a PBN staff writer. Email him at Blake@pbn.com.
