From the Desk of Robby Schultz
Since 1990, our job has always been to focus on our clients and make sure that their financial matters are handled quickly, efficiently, and professionally with their best interest always put first. Further, we believe that we are quite unique and bring a great deal of value in being able to combine our financial planning ideas with our accounting knowledge. In fact, we usually spend the “slow” summer months sending our collective Rollins Financial and Rollins & Van Lear staff to additional classes to make sure that all of us stay abreast of changes in both taxation and financial planning.
But, this year, the month of June was an exciting one for us with Rollins Financial receiving recognition from two independent national publications naming us to separate prestigious lists. What makes this even more interesting is that one list highlights us as a financial planning firm and the other as a CPA firm with financial planning. These lists truly show the combination of Rollins Financial and Rollins & Van Lear being noteworthy indeed.
“Imagine your accountant and financial planner, working in harmony. Just for you.”
In late June, Rollins Financial was named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Advisers (RIA) firms from across the U.S.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
In addition to the above recognition, Rollins Financial, Inc. was also named for the second year in a row to the Accounting Today (AT) annual ranking of the leading CPA financial planners by assets under management – 2018 Wealth Magnets: The Top 150 CPA Firms by AUM (Assets Under Management).
For the 12th annual ranking of CPA firms by assets under management, AT received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted.
As always, Joe, Danielle, Eddie, and I invite you to come meet with us. With the “slow” summer months, we certainly have time to sit down with you (or a friend or family member) and discuss the stock market, investing or any other subject you would like. Please call our offices and set up a convenient time.
All the best,
Robby Schultz
Since 1990, our job has always been to focus on our clients and make sure that their financial matters are handled quickly, efficiently, and professionally with their best interest always put first. Further, we believe that we are quite unique and bring a great deal of value in being able to combine our financial planning ideas with our accounting knowledge. In fact, we usually spend the “slow” summer months sending our collective Rollins Financial and Rollins & Van Lear staff to additional classes to make sure that all of us stay abreast of changes in both taxation and financial planning.
But, this year, the month of June was an exciting one for us with Rollins Financial receiving recognition from two independent national publications naming us to separate prestigious lists. What makes this even more interesting is that one list highlights us as a financial planning firm and the other as a CPA firm with financial planning. These lists truly show the combination of Rollins Financial and Rollins & Van Lear being noteworthy indeed.
“Imagine your accountant and financial planner, working in harmony. Just for you.”
2018 FT 300 Top RIA Firms
In late June, Rollins Financial was named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Advisers (RIA) firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
AT 2018 Wealth Magnet
In addition to the above recognition, Rollins Financial, Inc. was also named for the second year in a row to the Accounting Today (AT) annual ranking of the leading CPA financial planners by assets under management – 2018 Wealth Magnets: The Top 150 CPA Firms by AUM (Assets Under Management).For the 12th annual ranking of CPA firms by assets under management, AT received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted.
As always, Joe, Danielle, Eddie, and I invite you to come meet with us. With the “slow” summer months, we certainly have time to sit down with you (or a friend or family member) and discuss the stock market, investing or any other subject you would like. Please call our offices and set up a convenient time.
All the best,
Robby Schultz
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