News & Updates

July 1, 2017

Retirement Income Solutions Ranks Among the Financial Times’ 300 Top Registered Investment Advisers

Retirement Income Solutions, Inc., an Ann Arbor-based independent financial advisory firm, is pleased to announce that it has been named to the Financial Times’ list of Top 300 investment advisors once again.

The FT 300 list recognizes top independent Registered Investment Adviser (RIA) firms from across the US. For Retirement Income Solutions, the 2017 list marks the fourth time the firm has been recognized by the Financial Times (FT).

“Retirement Income Solutions is pleased to be named for the fourth consecutive year as a national, leading independent financial advisory firm. We take great pride in the retirement planning and investment management that we do, and the terrific clients we serve, as we help them to grow and preserve their wealth through their lifetimes and beyond,” says Karen Chapell, Managing Partner at Retirement Income Solutions.

Serving families throughout the Ann Arbor area and university communities for more than 25 years, the firm is trusted by clients to help build and preserve wealth, manage retirement assets, and help with family financial affairs such as college funding and estate planning. Today, Retirement Income Solutions manages over $1.4 billion in assets.

The Financial Times presents the FT 300 as an elite group, not a competitive ranking of one to 300. More than 2,000 qualifying RIA firms were invited to apply for consideration by FT, based on their assets under management (AUM). The 725 firms that applied were then graded on six factors: advisor AUM, asset growth, the firm’s years in existence, industry certifications, compliance record, and online accessibility. The listing reflects FT’s assessment of adviser practices from the perspective of investors.

The FT 300 list is produced independently by the FT in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on the investment management industry. Neither the RIA firms nor their employees pay a fee to the Financial Times for inclusion in the FT 300.

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts