Rudney Associates Named One of the East Bay’s Top-10 Largest Wealth Management Firms
SAN RAMON, Calif.-(Business Wire)-September 21, 2009 - After another successful year in 2008, Rudney Associates ranks among the top-10 largest wealth management firms in the East Bay for the second consecutive year, as published by The San Francisco Business Times. Ranked according to the total number of dollars managed, Rudney Associates appears at no. seven on the list, managing over $200 million. This honor is the second in two years that recognizes Rudney Associates’ position as a top area wealth management firm; in May 2008, Winner’s Circle ranked firm President Eric Rudney the East Bay’s best independent wealth management advisor*.
“Remaining one of the top-10 wealth management firms in the East Bay is truly an honor,” commented firm President Eric Rudney. “On behalf of Rudney Associates, I thank our clients for their continued support, and the San Francisco Business Times for the recognition.”
With over 25 years of investment planning and asset management experience, Eric Rudney directly manages Rudney Associates’ over $200 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
A registered financial advisory and investment management firm located in San Ramon, Calif, Rudney Associates celebrated its 25th anniversary in 2008. 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 the company Web site: www.rudneyassociates.com.
* As published in San Francisco Business Times May 23, 2008
** As published in East Bay Business Times July 18, 2008
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