Cleary Gull named to Financial Times 300 Top Registered Investment Advisers List
Click here to view the report.**
The Metropolitan Milwaukee Association of Commerce’s (MMAC) Council of Small Business Executives (COSBE) Future 50 recognizes the outstanding achievements of local, fast-growing privately-owned companies. This is Cleary Gull’s third time to be named to the Future 50, earning the special designation of Master Mettle winner.
Click here to view the BizTimes Master Mettle profile of Cleary Gull.
InvestmentNews recognized the Investment Advisory business at Cleary Gull as one of the top 100 broker-dealer RIAs, based on Assets Under Management, in the country as of December 31, 2012.
From The Wisconsin Committee for Employer Support of the Guard and Reserve (ESGR), an agency of the Department of Defense to recognize outstanding patriotic support and cooperation to their those who have answered their nation’s call to serve.
The Eddy Awards were created to identify and reward the best practices in providing investment education to defined contribution plan participants.
First Place for Fee Disclosure and Education: Public was awarded to the City of Milwaukee Deferred Compensation Board for “Money Concepts.” MBO Cleary Advisors was recognized one of the City’s service providers.
The Inc. 5000 represents the fastest growing private companies in America, based on percentage revenue growth from 2003 through 2006.
Small Business Times named Michael Cleary a recipient of the 2008 Bravo! Entrepreneur Award for excellence in business leadership. The Bravo! Entrepreneur Awards are given annually to southeastern Wisconsin’s most dynamic and innovative business leaders.
The MMGA honor companies that have experienced substantial revenue growth over the past three years in the metro Milwaukee area. Cleary Gull has received the MMGA for its third consecutive year.
* Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Cleary Gull is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Cleary Gull by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
**About the 2014 Financial Times 300 Top Registered Investment Advisers List Being named to the “300 Top Registered Investment Advisers” list is not an endorsement of the adviser, is not indicative of the adviser’s past or future performance, and does not ensure that a client will experience a higher level of performance or results. Third party rankings and recognition from ratings services are no guarantee of future investment success and should not be construed as representative of any one client’s evaluation. The Financial Times solicited from more than 2,000 independent registered investment advisory firms; more than 600 (or approximately 30%) of the firms solicited completed and submitted the questionnaire; 300 (or approximately 50%) of the participating firms were selected for the list. To be considered, advisers solicited by the Financial Times completed and submitted a questionnaire about their practice. Only those that completed the questionnaire were considered for the list. To qualify for the list, advisers must be registered with the SEC and have at least $300 million in verified assets under management as of 12/31/13, with no more than 75% of a firm’s assets being institutional. The Financial Times graded advisory firms that were considered for the list on six broad factors and calculated a numeric score for each advisor. Areas of consideration included AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. The list is independently determined by the Financial Times. The registered investment advisory firms are not charged a fee for consideration or selection.