To be considered for the ranking, the firm must be a registered investment advisor (RIA), provide wealth management services, and serve individual clients as a primary focus. Firms were chosen because of their independence, commitment to their clients, and ability to grow during a decade of market challenges and rewards.
"We are honored to be recognized on Forbes's list of the Top 100 RIAs," said Kevin Dorwin, Managing Principal at B|O|S. "At B|O|S, our core focus is helping our clients achieve their long-term financial goals through a complete picture approach and a disciplined investment process based on academic research, and this honor affirms that mission."
Founded in 1985, B|O|S has a leading track record serving the Bay Area's wealthy families, individuals, entrepreneurs, charitable endowments and foundations. The firm focuses on avoiding sudden, emotional reactions to market movements, and instead focuses on long-term client goals. B|O|S manages approximately $3.6 billion in client assets (as of 10/31/16).
For more information on B|O|S, please visit: www.BOSinvest.com
For media inquiries or interview requests, contact: BOS@ficommpartners.com
B|O|S is a leading California Bay Area independent wealth management firm with over 30 years of experience serving high net worth clients. B|O|S manages approximately $3.6 billion in client assets as of October 2016 by looking at their complete pictures -- their financial lives and the complex world of investing -- to thoughtfully invest and confidently plan for their futures.
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