Tim Pagliara Named Top Financial Advisor in State of Tennessee by Barron''s Magazine for 2016
(firmenpresse) - FRANKLIN, TN -- (Marketwired) -- 03/09/16 -- Middle Tennessee-based wealth manager , chairman and CEO of independent registered investment advisory firm , has been named by Barron''s magazine.
The announcement marks the fifth consecutive year that Pagliara has earned the top spot in the state (2012, 2013, 2014, 2015, 2016) and the seventh year in the last eight (2009, 2010, 2012, 2013, 2014, 2015, 2016) that he has made the national "Top 1,200 Advisors" list published annually by the financial industry magazine. The rankings are based on data provided by over 4,000 of the nation''s most productive advisors and factors include assets under management, revenue generated by the firm''s advisors, regulatory history, quality of practice and philanthropic work.
"My firm and I are certainly honored by the Barron''s ranking," Pagliara said. "It affirms our simple but powerful business model -- building wealth management solutions that clients can understand, designed to meet the challenges they face in an uncertain world. Periods of market volatility as we''ve recently experienced makes an advisor''s job more difficult, but I would argue that''s when the work we do is most essential. We''re grateful to have an organization like Barron''s that recognizes firms such as ours for their achievements. And as always, this distinction is a reminder of what a privilege and a pleasure it is to serve our clients and the Middle Tennessee community."
Pagliara started his firm in 2000 after nearly 20 years in the financial industry with the goal of serving clients better in two distinct ways: the exclusive use of market-traded securities and an emphasis on accountability and transparency. CapWealth Advisors practices , the art of thoroughly understanding a complicated global markets landscape and boiling it down to high-quality, straightforward investment ideas.
To provide clients with a clear understanding of their returns and costs, the firm relies upon , a proprietary tracking and reporting system utilizing state-of-the-art data-aggregation technology and compliance with the rigorous standards of the Global Investment Performance Standards (GIPS). As a result, CapWealth Advisors specializes in preserving, growing and distributing assets over its clients'' lifetimes, backed by performance that can be proven to an auditable certainty.
The Barron''s honors are the latest in a series of distinctions for the CapWealth Advisors firm. In the past two years, CapWealth Advisors'' President and COO was named newspaper while .
CapWealth Advisors is a fee-based investment advisory firm based in Franklin, TN, that provides wealth management services, including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. Founded in June 2000, CapWealth Advisors specializes in preserving, growing and distributing assets over our clients'' lifetimes. With $1 billion in assets under advisement, we are one of the nation''s leading independent wealth managers. For more information, visit .
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Datum: 09.03.2016 - 07:00 Uhr
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News-ID 1420598
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