Factbox: Investment firms in the Tactical Think Tank

NEW YORK (BestGrowthStock) – The events of 2008 were decimating to investors, and some believe simply returning to an equity-oriented portfolio isn’t enough of a buffer if another crisis should erupt.

Ten U.S. advisory firms with combined assets of more than $9 billion have formed what they call a Tactical Think Tank (TTT) in search of solutions to help investors become more flexible in adjusting portfolios.

Below is a list of the 10 firms involved in the TTT, with their assets under management. For a corresponding Fundview story see, [ID:nN01206918] Gobind Daryanani, Chairperson

1. Accredited Investors, Edina, Minnesota, $700 million

2. Back Bay Financial Group, Boston, Massachusetts $340 million

3. Balasa Dinverno & Foltz, Itasca, Illinois, $1 billion

4. Evensky & Katz Wealth Management, Coral Gables, Florida, $625 million

5. Brinton Eaton Wealth Advisors, Madison, New Jersey, $600 million

6. Homrich Berg Frank Butterfield, Atlanta, Georgia, $1.9 billion

7. Modera Wealth Management, Westwood, New Jersey, $450 million

8. RegentAtlantic Capital, Morristown, New Jersey, $1.7 billion

9. Savant Capital Management, Rockford, Illinois, $1.4 billion

10. Summit Financial Strategies, Columbus, Ohio, $388 million

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(Reporting by Edward Krudy; Editing by James Dalgleish)

Factbox: Investment firms in the Tactical Think Tank