InvestmentNews Names LBMC投资顾问公司 One of Twelve Best Practice Award Winners

LBMC投资顾问公司, a Registered Investment 咨询 firm with $1 billion in Assets Under Management, proudly announces they have been named an InvestmentNews 2016 Best Practice Award winner for excellence in practice management and financial performance. This initiative recognizes the twelve top-performing and most innovative firms in the financial advice industry.

“The Best Practices winners truly approach their businesses as CEOs and not just as advisers,马克·布鲁诺说, associate publisher at InvestmentNews and head of InvestmentNews Research. “All of these firms are run by people with a long-term vision for their organization – and an ongoing commitment to improving and enhancing their businesses. Their accomplishments and stories will help educate, inform and influence the growth of this industry.”

To identify the 2016 Best Practices Award winners, InvestmentNews Research created composite scores that examined the rate of growth, profitability and productivity levels for all of the participants in the 2016 InvestmentNews Financial Performance Study. The “Best Practices” were those who ranked among the top-quartile of all participants; in addition, the final firms were selected after qualitative interviews conducted by the InvestmentNews Best Practices Committee.

“We are humbled to be recognized as one of the 2016 Best Practices for our innovative approach and by the confidence our clients, coworkers and referral sources place in us,格雷格·赫尔曼说, LBMC投资顾问公司 Managing Partner. “ We believe our success can be attributed to putting the client’s interest first, 留住明升体育app下载员工人才, interacting with clients on a fee and not commission basis, avoiding the investment market noise of the day as well as our geography and strong positioning of LBMC as a Firm.”

LBMC投资顾问公司, 谁最近突破了1美元,000,000,000 in Assets Under Management threshold, is a CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies. They opened their doors eighteen years ago with the value proposition of providing coordinated tax and investment advice. 今天, they serve more than 300 clients and continue to grow at a rapid clip working with clients in the areas of investment strategy development, 资产配置规划, integrations of investments with tax planning, 投资组合分析.

LBMC投资顾问公司, LLC is a $1 Billion in Registered Investment 咨询 firm based in 田纳西州essee. LBMC’s mission is to provide financial peace of mind for our clients. 欲了解更多信息,请访问

The LBMC Family of Companies has over 500 employees, 在查塔努加有办公室, 纳什维尔(布伦特伍德), 和诺克斯维尔, 田纳西州. Specific services offered by the LBMC “Family of Companies” include: accounting and assurance services, business and personal tax consulting, 投资咨询服务, 专业人员, 人力资源外包, 交易咨询服务, 就业服务, 技术解决方案, IT安全, 医疗咨询, 规划服务, 诉讼支持, 企业估值, 以及兼并和收购. 欲了解更多信息,请访问

Investment News has been delivering news, analysis and research essential to the business of financial advisers since 1998. Readers have come to rely on InvestmentNews for up-to-date information on the stories and events affecting their clients’ investments, their industry and their practices, making it the number one source of news and information to the financial adviser community. The InvestmentNews main office is located in New York, 在波士顿设有分社, 欧文, 芝加哥, 旧金山和华盛顿, DC. InvestmentNews is part of Crain Communications.