Boston's Foster Dykema Cabot & Co. Inc. Makes Top 25 List for Women-Owned Registered Investment Advisors for 2015
The private wealth advisory firm is listed 12th nationally for top registered investment advisors
Jun 18, 2015, 11:20 ET
BOSTON, June 18, 2015 /PRNewswire/ -- Foster Dykema Cabot & Co, Inc., a privately held wealth advisory firm focusing on providing extensive wealth management services to ultra-high net worth individuals and families, is proud to announce it made the list of top 25 Women-Owned RIAs for 2015.
WealthManagement.com/REP, listed its Top 25 Women-Owned RIAs in a recent announcement. Advisors are ranked by their firm's total assets under management and to land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning, and have no more than 50 percent institutional clients.
"We are honored to be on this list and pleased that our industry is recognizing the leadership role women are taking in the financial services industry," says Elizabeth Braudis, president of Foster Dykema Cabot & Co.
According to WealthManagement.com women are still a minority in financial services, despite the industry's efforts to address the gender imbalance. According to Cerulli Associates, female advisors make up only 11.5 percent of the advisory workforce.
Foster Dykema Cabot & Co. Inc. is a private wealth advisory firm with offices in Boston and service across the US (with concentrations in New York, Miami and California). The firm offers discreet, personal and customized wealth management services focusing on investment management, planning and philanthropy with special expertise working with ultra-high net worth client.
Braudis is the fifth president, and first woman, to lead the firm since its inception in the 1960s and she has been at the firm since 2002 and at the helm since June 2013.
Here is a link to the complete rankings.
About Foster Dykema Cabot & Co. Inc.
Since the 1960s, Foster Dykema Cabot has offered private, personal and discreet customized service for wealthy individuals and families. Foster Dykema Cabot builds portfolios that are customized, diversified and responsive for each client.
For more please visit http://www.fdcco.com.
CONTACT: Annmarie Seldon
SOURCE Dykema Cabot & Co. Inc.
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