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
Stock Market Analysis
(Reporting by Edward Krudy; Editing by James Dalgleish)
Factbox: Investment firms in the Tactical Think Tank
