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The 2022 Asset Management & Servicing IIA Finalists hi-res logo for Diversity
The 2022 CIO of the Year logo
The 2023 Asset Management & Servicing IIA Finalists hi-res logo for Public Fixed Income
(Consisting of 11 pages)
DC recordkeeper evaluations are based on responses from 457 advisers who personally have evaluated and recommend these providers for qualified plan clients
Logo: 2025 CHIEF INVESTMENT OFFICER Lifetime Achievement Award Next Gen The 2022 Asset Management &The 2025 CHIEF INVESTMENT OFFICER Lifetime Achievement Award accolades All sales are final. Note: Purchasing the hi res logo grants the purchaser full license to use the logo in all marketing on all platforms in perpetuity. However, the rights are not transferable.