Mintz Levin Financial Advisors Named to Barron's List of America's Best Independent Financial Advisors
8/28/2007
Boston, MA - August 28, 2007 - Mintz Levin Financial Advisors (MLFA), LLC, an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C., has been named one of the top 100 independent financial advisors in the United States, according to Barron's.
The listing was compiled by financial-industry consultant R.J. Shook and is based on each advisor's assets under management, his or her contribution to the firm's revenues and profits and indications of service quality. Through interviews with the advisors and analysis of their data, Shook determined asset levels and made judgments about the quality of service provided. He also reviewed regulatory records. Investment performance was not a criterion because many advisors do not have audited track records.
"This recognition by Barron's speaks to the talented team of professionals who work tirelessly to help our clients achieve their goals," said Robert J. Glovsky, President of MLFA. "We are proud to be considered recognized for the quality of the service we provide."
MLFA provides high net worth individuals and families with comprehensive, holistic wealth management services. MLFA is an SEC Registered Investment Adviser, overseeing more than $1 billion of client assets. Its mission is to be the best organization at offering high level, customized, and objective wealth management services to high net worth individuals and families with a minimum of $1 million of investment assets.
In 2004, 2005, and 2006, Bloomberg Magazine chose MLFA as one of the nation's Top Wealth Management firms. MLFA was also included in the June 2006 edition of Financial Advisor magazine in its inaugural list of leading firms, and the Boston Business Journal recently listed MLFA as one of its top independent wealth management firms. Mr. Glovsky and Managing Director Cary P. Geller are regularly listed as two of the top wealth advisors in the country by such publications as Worth magazine.
Mintz Levin is an AmLaw 100 law firm with offices in the US and the UK. The firm has exceptional depth in a broad range of practice areas, but our clients recognize that what sets us apart from other law firms is our industry focus. By truly understanding business drivers and industry trends, we are able to provide our clients with more than just legal advice. We provide legal solutions to our clients' business issues. Since 1933, our lawyers have represented entrepreneurs, emerging growth companies, government agencies, and leaders in primary industries that include Life Sciences/Biotechnology; Technology & Communications; Energy & Clean Technology; Financial Services & Insurance; Healthcare; Real Estate, Hospitality & Construction; and Retail & Consumer Products. Our practical knowledge combined with our industry expertise enables us to provide our clients with enterprise legal advice that gives their business a competitive advantage in the marketplace.
