Mosaic Named as One of the Top 300 Registered Investment Advisory (RIA) Firms in the U.S.
FOR IMMEDIATE RELEASE
Contact: Missy Brown
St. Louis, MO – July 3, 2018
Mosaic Family Wealth, LLC is both humbled and honored to announce its selection as one of the Top 300 Registered Investment Advisers in the U.S. by Financial Times.
With over 12,000 RIAs in America, selection for this prestigious list is quite an honor. President Scott Highmark says this is a testament to the Mosaic team and a true reflection of the excellent work done at Mosaic.
“I am grateful every day for the incredible talent and servant-hearted people we have here at Mosaic,” he said. “We are truly doing something unique and significant.”
Financial Times does extensive research to determine the most qualified RIAs for this prestigious list. The company determines the best advisers by six factors: assets under management, growth rate, years of experience, compliance record, industry certifications and online accessibility.
Since Mosaic’s inception in 2015, the company has worked to approach wealth in a different way. Many clients come to the company having already achieved financial success. Mosaic recognizes that some things – like family, friends, experiences and legacy are more important than money. The Mosaic team helps each client explore and then develop a strategy around the question, “what does success look like in the next phase of my life?” Mosaic has built a team dedicated to leading clients Beyond success… to significance.
About Mosaic Family Wealth
Mosaic Family Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized holistic wealth management solutions designed to help clients cultivate a life of true significance.
For more information, please contact:
Missy Brown, CFP®, Principal and Director of Advisory Services