ORLANDO, Fla., April 24, 2017 /PRNewswire/ -- Alexander Miles, Co-Founder and Chief Investment Officer of Kingfisher Capital attended the ninth-annual Barron's Top Independent Advisors Summit, hosted by Barron's magazine to promote best practices in the wealth management industry and the value of advice to the investing public. The invitation-only, annual conference was held at the Ritz Carlton in Orlando, FL – March 22-24, 2017.
"It is an honor to be selected as one of the nation's top independent advisors again this year. BARRON'S brought together rigorous thought leaders and top wealth management practitioners in a collaborative format," said Miles of Kingfisher.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron's August 22, 2016 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor's Summit and the advisors are chosen based on the volume of assets overseen and the quality of the advisors' practices. A total of 350 elite advisors took part in the event.
"Investors today are looking to generate income while protecting their portfolios against downside risk," said Sterling Shea, Head of Advisory Programs. "These top-tier advisors have clients that depend on them to meet critical financial goals for themselves, their families, their businesses or their institutional funds. Advisors will leave this conference better equipped to do just that."
Kingfisher Capital was one of the 350 financial advisors who were either selected by Barron's or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
To learn more about how Kingfisher helps you live a life you love visit: www.kingfishercapital.com.
Kingfisher Capital is a leading, privately owned and independently managed financial services firm dedicated to serving select families and institutions. For nearly three decades, we have helped clients formulate goals, anticipate and manage risks and solve complex problems within their personal, business and philanthropic enterprises. Headquartered in Charlotte, North Carolina, Kingfisher serves clients throughout the Southeast and the United States.
Barron's is America's premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals.
The "Barron's Top 100 Independent Financial Advisors" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor.
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SOURCE Kingfisher Capital, LLC