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Sanders Financial Management Named Top Wealth Manager for Third Year
ATLANTA, July 25, 2007 –Sanders Financial Management, Inc., an Atlanta-based financial and investment management firm, has earned a coveted spot on Wealth Manager magazine’s annual ranking of “America’s Top Wealth Managers” for the third time.
To qualify for the ranking, firms had to meet the following criteria:
- They are registered investment advisors with the SEC,
- They have minimum assets under management of $50 million,
- They must also offer financial planning services,
- More than 50 percent of the firm’s client base must consist of “individuals” or “high-net-worth” individuals as defined by the SEC.
"Our goal is to provide emerging affluent clients with outstanding investment and financial advisory services,” said Emily Sanders, President and CEO, Sanders Financial Management. “We are honored to be selected for the third time by Wealth Manager for this exclusive ranking. This national recognition is a reflection of our reputation in the industry as a firm committed to making decisions based on comprehensive research and analysis that result in outstanding performance for our clients.”
As a group, the premier firms included in Wealth Manager’s ranking saw their total assets grow 18.8 percent in 2006 and their average client relationship climbed by 16.6 percent. As of year-end 2006, Sanders Financial Management had $135 million under management and the asset value of their average client relationship was $1.04 million. The firm’s assets grew 33 percent in 2006 over the previous year.
Formerly published by the Bloomberg organization, Wealth Manager magazine was acquired by Highline Media in 2005. The publication is the premier professional information resource for independent financial planners and investment advisers who are serving clients of high net worth.
About Sanders Financial Management, Inc.
Founded in 1994, Sanders Financial Management, Inc. provides comprehensive financial planning services and employs top-down fundamental research analysis to select quality individual stocks, bonds and mutual funds. Industry sectors the company focuses on include healthcare, financial, technology, energy and real estate. Portfolios are customized to meet client objectives in a tax-efficient manner.
Sanders Financial Management, Inc. seeks to maximize long-term returns vs. target benchmarks while practicing consistent risk management and diversification through strict disciplines. The company invests with a global perspective and promotes multi-generational wealth management. Its client base is diverse and consists of emerging affluent individuals and families. Sanders Financial Management, Inc. is regulated by the SEC (Securities Exchange Commission).
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