Author: Autumn Lane Advisors

Autumn Lane Advisors celebrates its 5th anniversary as an independent advisory firm. Beginning in 2014 as a family office Autumn Lane Advisors has grown into a full-service wealth management firm and was named in 2019 to the Financial Times 300 Top Registered Investment Advisers. Services have expanded to include financial planning, cash flow and scenario analysis, asset allocation, portfolio construction, consolidated reporting, unique investment opportunities and 3rd party adviser coordination.

In addition to celebrating its 5th year, Autumn Lane Advisors is pleased to announce Steve Oldham has joined as a Partner. Steve joined Autumn Lane after a successful career in public corporate financial management, most recently serving as Vice President and Treasurer of McDermott International, Inc. He graduated from the University of Texas at Austin with a BA in the Plan II Honors Program and a BBA in Honors Business, and he subsequently earned his MBA from the University of Chicago Booth School of Business.

Steve is active in several nonprofit organizations, including serving on the Executive Board of the Sam Houston Area Council – Boy Scouts of America, Millennium Relief and Development Services, and was a founding member of the Advisory Council for the School of Undergraduate Studies at the University of Texas at Austin.

Autumn Lane Advisors is a boutique wealth management firm that helps clients coordinate and manage their wealth with the objectivity, expertise and client experience associated with a family office. Serving as a fiduciary, we work exclusively for our clients.

For additional information, visit https://www.autumnlanellc.com/TheAscent.

Autumn Lane Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

Registered Investment Advisers firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.

Autumn Lane Advisors is a boutique wealth management firm that helps clients coordinate and manage their wealth with the objectivity, expertise and client experience associated with a family office. Serving as a fiduciary, we work exclusively for our clients.

For additional information, visit https://autumnlanellc.com/TheAscent.