Philadelphia PA– August 24, 2015 – McAdam, the Philadelphia-headquartered independent financial planning firm with nearly 200 advisors, announced today that its year-to-date relative investment performance as of June 30, 2015 ranks it in the top 4 percent of financial advisory firms tracked by Orion Advisor Services. The Orion ranking includes more than 400 independent financial advisory firms from across the country.
“We believe this ranking is a reflection of the efforts of our investment team and their ability to identify and implement strategies that deliver positive return for our clients,” said Michael McAdam, CEO of McAdam. “We are proud of our ranking, but even more proud of the financial peace of mind that we seek to provide for our clients.”
In addition to ranking in the top 4 percent, in relative investment performance, the firm’s Investment Platform has been successful in a number of other key areas throughout 2015. The firm has experienced a 75 percent increase in new accounts and a 63 percent increase in assets under management (AUM) since the beginning of the year.
“We wouldn’t be where we are without the efforts of our hundreds of advisors across the country,” said McAdam. “We believe their drive to provide high-quality service to our clients using our Advanced Advisory ModelTM is what has allowed us to achieve such rapid growth.”
McAdam’s growth has come on the heels of the firm launching its fee-only registered investment advisor entity on October 3, 2014.
About McAdam, LLC
McAdam is an independent financial advisory firm with a nationwide network of more than 200 advisors operating out of six offices in Philadelphia, Chicago, Boston, Tysons Corner and Jersey City. McAdam has developed an advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and deep experience they help professionals make informed decisions and provide a new level of clarity and control.
McAdam LLC (“McAdam” or the “Firm”) is an SEC registered investment advisor with its principal place of business in the Commonwealth of Pennsylvania.
Neither the registered investment advisor firms nor their employees pay a fee to be included in the research or final rankings constructed by Orion Advisor Services, LLC (“Orion”). The Orion ranking is not indicative of the Firm’s future performance. Inclusion in the Orion rankings should not be construed as an endorsement of the Firm or any of its supervised persons by Orion. Working with McAdam or any of its supervised persons and representatives is no guarantee as to future investment success nor is there any guarantee that the Firm will be awarded this ranking in the future. In composing the rankings, Orion uses data from approximately 450 of its clients to rank each firm in categories of assets under management (“AUM”), growth and retention, and performance. The calculations are for all active accounts with Orion with a balance at the beginning and the end of the period beginning January 1, 2015 and ending June 30, 2015. The rankings are based on performance that is gross of fees, dollar-weighted, and not annualized as all measurements are less than one year. Assets under management is representative of only assets and accounts marked as ‘managed’ in the Orion system, however 100 percent of McAdam’s assets under management are reflected in the AUM shown by Orion.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by McAdam), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. A copy of McAdam’s current written disclosure statement discussing our advisory services and fees is available upon request or at www.mcadamfa.com. Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if McAdams is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of McAdams by any of its clients. Rankings published generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors.