Should you buy stocks today? CIO and Partner John Ingram joined Oliver Renick on TD Ameritrade Network, where he discussed the benefits of staying invested over the long term. “Stock market valuations have returned to below average, which represents an attractive time to own stocks for long-term investors,” he said.
Watch the full interview here.
FOR IMMEDIATE RELEASE
Boston-based investment and wealth management firm adds to 2020 accolades for ongoing growth
Boston, Mass. (September 17, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, announced today it has been named to Barron’s 2020 list of the top 100 RIA firms in the United States.
The annual Barron’s RIA list recognizes the top independent wealth management firms from across the U.S. The rankings formula is based on a detailed questionnaire and several other factors, including technology spending, staff diversity and succession planning. To be considered for the list, firms are required to have at least $1 billion in assets under management.
“To be included on such a prestigious list is an honor for us at Crestwood. It’s a testament to the hard work and dedication our team continues to deliver to clients to help achieve their long-term financial goals,” said Michael Eckton, CEO and Managing Partner. “As we continue to operate in one of the most competitive RIA markets in the country, achieving recognition for our firm’s efforts is no small feat.”
Crestwood continues to receive industry accolades for its ongoing growth, having recently been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers list. Financial Advisor Magazine also named Crestwood No. 11 on its list of the 2020 Top 50 Fastest-Growing Firms.
In 2019, Crestwood completed two mergers with Connecticut-based firms, combining first with MacGuire, Cheswick & Tuttle Investment Counsel LLC in Darien and later Catamount Management Group in Westport.
These mergers allowed Crestwood to expand its regional footprint and achieve robust, organic growth as a firm. Crestwood’s team has grown to nearly 40 professionals managing $3.7 billion in assets on behalf of high-net-worth individuals and families.
To read more on the methodology of the award please click here.
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
FOR IMMEDIATE RELEASE
Boston-based independent wealth advisory firm recognized for 2019 growth
Boston, Mass. (August 13, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has been named No. 11 on Financial Advisor’s 2020 Top 50 Fastest-Growing Firms list.
The FA Top 50 list recognizes top independent wealth management firms from across the U.S. based on their yearly growth. In 2019, Crestwood completed two mergers with Connecticut-based firms, combining first with MacGuire, Cheswick & Tuttle Investment Counsel LLC in Darien and then Catamount Management Group in Westport.
These mergers allowed Crestwood to expand its regional footprint and achieve robust, organic growth as a firm. Crestwood’s team grew to 35 professionals managing $3.3 billion in assets on behalf of high-net-worth individuals and families.
Additionally, Crestwood was named No. 116 of 551 firms on FA’s 2020 RIAs ranking.
“We’re proud of the exponential growth we’ve achieved over the past year. It’s a direct result of the hard work every individual at Crestwood has put forth to serving our clients and fostering firm expansion across our regional market and beyond,” said Michael Eckton, Crestwood CEO and Managing Partner. “It’s a true honor to be included on such a prestigious list. We express our gratitude to the talent of our staff and support of our clients for helping us achieve this milestone.”
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
FOR IMMEDIATE RELEASE
Independent wealth advisory firm earns elite national recognition
Boston, Mass. (August 11, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has once again been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers list.
The FT 300 list, which is its seventh year of production this year, recognizes top independent RIA firms from across the U.S. RIA firms can apply for consideration if they meet a minimum set of criteria.
Applicants are rated 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.
“Crestwood is honored to again be recognized by the Financial Times as one of the top RIAs of the year,” said Michael Eckton, Crestwood CEO and Managing Partner. “These firm-wide acknowledgments are the only kind of awards we pursue, and it is truly a testament to the team’s collective efforts to be recognized as one of the elite RIAs in the country. I’d like to thank and congratulate our team on its continued efforts on behalf of our clients.”
Disclosures
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients, is not indicative of the practice’s future performance and may not be representative of any one client’s experience. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
The global coronavirus pandemic has slowed economic growth at a rate never seen before. The slowdown has affected companies in different ways. Some industries have seen their markets accelerate while others have seen revenues fall to near zero. Size, scale and balance sheet strength now matter more than ever. In this webinar, Crestwood Advisors’ Equity Analysts Julie Praline and Sarah Kanwal discuss companies’ observations from first quarter reports – a quarter unlike any other. They discuss impaired industries, emerging themes and portfolio implications.
https://youtu.be/UOTlmpreD9k