Rudney Associates Named One of the East Bay’s Top-10 Largest Wealth Management Firms
East Bay Business Times Honor is the Second Acknowledgement of the Firm’s Success in Two Months
SAN RAMON, Calif., July 28, 2008 – According to a list of leading wealth management firms published by the East Bay Business Times, Rudney Associates ranks among the top-10 largest wealth management firms in the East Bay. Ranked according to the total number of dollars managed, Rudney Associates appears at no. six on the list, managing $285 million for 235 clients. This honor is the second in two months that recognizes Rudney Associates’ position as a top area wealth management firm; in May, Winner’s Circle ranked firm President Eric Rudney the East Bay’s best independent wealth management advisor*.
“Being one of the top-10 wealth management firms in the East Bay is an honor,” commented firm President Eric Rudney. “On behalf of Rudney Associates, I thank our clients for their continued support, and the East Bay Business Times, San Francisco Business Times and Winner’s Circle for the recognition.”
With more than 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 contact us.
* As published in San Francisco Business Times May 23, 2008
** As published in East Bay Business Times July 18, 2008