Rudney Associates Celebrates 25th Anniversary
Leading Wealth Management Firm Caps Milestone Year with Giving and Award-winning Success
SAN RAMON, Calif., Dec.15, 2008 â€“ Rudney Associates celebrated 25 years as a leading Bay Area wealth management firm in 2008. The company noted the anniversary by acknowledging the accomplishments and contributions of five Bay Area organizations that it supports: BUILD, Childrenâ€™s Hospital & Research Center Oakland, Diablo Regional Arts Association, Las Trampas and Wheelchair Foundation, as well as by extending its steady focus on client service, the level of which earned Rudney Associates honors from several area publications during this milestone year.
“Being recognized both as a top Bay Area wealth management firm and for our commitment to service is a great honor,” commented firm President Eric Rudney. “As we celebrate our anniversary, we thank our clients for their continued support, and the East Bay Business Times, San Francisco Business Times and Winnerâ€™s Circle for the recognition.”
In July, a list of leading wealth management firms published by the East Bay Business Times, ranked Rudney Associates among the top-10 largest wealth management firms in the East Bay. Ranked according to the total number of dollars managed, Rudney Associates appeared at no. six on the list, managing $285 million for 235 clients. This honor was the second in two months that recognized Rudney Associatesâ€™ position as a top area wealth management firm; in May, The San Francisco Business Times and Winner’s Circle ranked firm President Eric Rudney the East Bay’s best independent wealth management advisor*.
With over 25 years of investment planning and asset management experience, Eric Rudney directly manages Rudney Associates’ $285 million in client assets, more dollars, on average, than any other wealth management advisor in the East Bay**. Seasoned at balancing client goals, objectives and risk tolerances, Rudney uses individual stocks, bonds, and no-load mutual funds in his administration of 401(k) plans, qualified retirement plans, corporations, partnerships, sole proprietorships, family foundations and individuals. A fee-only firm, Rudney Associates’ non-affiliation with other financial institutions assures its clients unbiased, objective financial advice.
About Rudney Associates
Celebrating its 25th anniversary in 2008, Rudney Associates is a registered financial advisory and investment management firm located in San Ramon, Calif. Rudney Associates provides investment planning and asset management to individuals, family groups, trusts, retirement plans, institutions, and charitable foundations. Its wide range of services includes portfolio management, estate planning, tax-efficient investing, and charitable giving. For more information about Rudney Associates, please visit contact us.
* As published in San Francisco Business Times May 23, 2008
** As published in East Bay Business Times July 18, 2008