Nelson’s Recognition

Nelson Information is a division of Thomson Financial, part of the $6 billion Thomson Reuters Corporation, which provides e-information solutions to financial and corporate communities worldwide. It is based on performance records compiled in The Nelson Investment Manager Database, which includes the performance records of 2,600 institutional money managers and more than 8,000 performance composites.  Nelson’s World’s Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. To assure credibility and validity, all products ranked in World’s Best Money Managers must meet specific requirements with regard to calculations, cash reserves and composite assets.

The rankings below may not be representative of any one client’s experience because the rating reflects an average of the experience of all of the clients in the classification represented.  Past performance is no guarantee of future results.