In My Opinion - Your Greatest Legacy
November 12, 2012 - USC Dornsife Magazine
A Novel Approach
May 24, 2012 – AdvisorOne.com
April 2, 2012 – Best Practices in the Financial Services Industry
Keeping Your Pipeline Full
March 28, 2012 – Financial-planning.com
Heritage Planning Pt. 7: Fostering Healthy Family Dynamics
March 23, 2012 – AdvisorOne.com
What Matters Most To Loved Ones
March 19, 2012 – Financial Advisor magazine
Heritage Planning Pt. 6, Enhancing Multi-Generation Communication
February 29, 2012 – AdvisorOne.com
Heritage Planning Pt. 5: Process for Creating the Heritage Statement
February 2012 – AdvisorOne.com
Heritage Planning Pt. 4: Creating a Family Story and Legacy
January 2012 – AdvisorOne.com
CTA was named to Bloomberg Wealth Manager’s Top Wealth Manager List* from 2001 through 2008. During this period CTA was an SEC Registered Investment Advisory firm.
*Disclosure of Methodology Related to 2008 Wealth Manager Survey - For the 2008 survey, Wealth Manager has used virtually the same system for collecting and organizing the data as it has in past years. Firms are ranked by average Assets Under Management (AUM) per client.
Participation - Firms must be registered investment advisors with their own IARD/CRD numbers. Half of their clients must be individuals or high-net-worth individuals as defined by the SEC. The firms are also required to offer financial planning services. Banks, brokers/dealers and trust companies were not eligible.
Formulas - Total AUM - This figure includes discretionary and non-discretionary assets under management as defined by Form ADV, plus various other assets not reported on Form ADV for which firms received a management or advisement fee as of December 31, 2007.
There are also other information related to Client Relationships, Average AUM per client, Minimum Annual Fee per Client/Minimum AUM per Client and Number of Professionals/Number of Support Personnel.