Company News
Palladium Ranked Fifth in the Nation by Investment News
Norfolk, VA, August 2009 – Katherine C. Willis, Managing Director of Palladium Registered Investment Advisors is pleased to announce that Palladium was ranked
one of the top Fee-Only Registered Investment Advisers in the country. Investment News, The Leading News Source for Financial Advisers, ranks Palladium fifth by growth in discretionary assets under management as defined by the Securities and Exchange Commission from Dec. 31, 2007 to March 31, 2009.
Firms were included based on the following criteria:
1. Greater than 50% of their business must serve the retail marketplace.
2. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers.
3. They must not be doing business as a broker-dealer, bank or insurance company.
4. They must not charge commissions, or have registered representative employees at the firm.
5. A dominant portion of their business must not be invested in proprietary products.
“We are a collection of uniquely different individuals who have succeeded as a group because we are committed to our clients and to our investment discipline. We manage investments for families and business owners, building strong relationships, trust, and investment strategies, that help them to feel secure in their financial future” stated Katherine C. Willis, Managing Director of Palladium Registered Investment Advisors.
