Worcester, MA (April 21, 2020) Bartholomew & Company, a leading provider of financial services in Worcester, Massachusetts, announced that its President & CEO, Thomas J. Bartholomew, AIF® has been named to Financial Time’s list of the 400 Top Financial Advisors for 2020. The list is published on ft.com1.
According to Financial Times, a leading financial publication, the ranking reflects advisors with a minimum of 10 years’ experience and $300 million or more in assets under management (AUM)2. In addition, list makers are determined based upon compliance records, industry certifications, online accessibility, and AUM growth rate.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to providing trusted financial planning and investment advice that addresses each individual’s and organization’s needs,” said Mr. Bartholomew. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
1 Produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times; the Financial Times 400 is based on each advisor’s performance in several primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. Approximately 1,040 applicants were considered, and 400 (38.5 percent of candidates) were recognized. For the full methodology,* please visit ft.com.
*Not indicative of advisor’s future performance. Your experience may vary.