“We are delighted to be among the select wealth management firms recognized by Forbes,” said Gregg S. Fisher, CIO and founder of Gerstein Fisher. "Our primary focus is helping our clients achieve their long-term financial goals by providing them with thoughtful, research-based investment strategies and advice, and this honor reinforces the fact that we are accomplishing our mission."
The Forbes' “Top 100 Wealth Managers” recognizes a select group of firms that are screened on several criteria. Data for the Top Wealth Managers list is compiled by RIA Database and candidate firms qualify based on both quantitative and qualitative criteria. The list includes 100 firms, ranked by assets under management for year-end 2015, reported as of March 31, 2016.
“Firms like Gerstein Fisher are setting the standard for fast-growing, professionally managed investment advisory serving a sophisticated client base,” said Ben Harrison, Managing Director and Head of Business Development at Pershing Advisor Solutions, who nominated Gerstein Fisher. “We are personally invested in our clients’ success and are proud to see Gerstein Fisher recognized by Forbes as a top 100 Wealth Advisor. On behalf of Pershing Advisor Solutions, we congratulate Gerstein Fisher on its achievement and wish the firm continued success.”
In addition to its broader advisory services, the firm leverages the unique Gerstein Fisher Multi-Factor® approach, a quantitative investment model that provides diversified exposure to growth-oriented securities. This strategy is designed to add value over benchmarks by tilting the portfolio toward investment factors that include, but are not limited to, profitability, price momentum, relative valuation and company size. Gerstein Fisher Multi-Factor® Growth Equity Fund (GFMGX), invests in U.S. growth companies, the Gerstein Fisher Multi-Factor® International Growth Fund (GFIGX), invests in international growth companies while the Gerstein Fisher Multi-Factor® Global Real Estate Securities Fund (GFMRX), is one of very few global REIT funds to employ a quantitative management approach.
About Gerstein Fisher
Gerstein Fisher is an investment management firm headquartered in New York City. Founded in 1993 by Chief Investment Officer and Portfolio Manager Gregg S. Fisher, the firm manages assets using a quantitative, Multi-Factor® approach grounded in economic theory and time-tested academic research. Drawing on a deep understanding of both market dynamics and investor behavior, Gerstein Fisher has more than two decades of experience creating innovative solutions for investors. For more information, please visit www.GersteinFisher.com.
About Gerstein Fisher’s Multi-Factor® Investment Approach
Gerstein Fisher’s Multi-Factor® investment approach uses a quantitative methodology designed to offer core asset class representation plus the potential for strong, consistent results for investors with a long-term investment horizon. This approach can leverage market-based information to help identify securities with the potential for higher expected returns.
The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges, and expenses. You may obtain a copy of the prospectus by calling 800-473-1155. The prospectus should be read carefully before you invest or send money.
This is a publication of Gerstein, Fisher & Associates, Inc. an SEC registered investment adviser. A copy of our written disclosure statement discussing the scope of our services, fees and conflicts is available upon request or at www.GersteinFisher.com. Please remember that different types of investments involve varying degrees of risk, and 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 Gerstein Fisher) or any investment-related or financial planning consulting services will be profitable, or prove successful. Past performance is not an assurance of future results. This is not to be construed as an offer to buy or sell any financial instruments.
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 Gerstein Fisher is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Gerstein Fisher by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.