Awards

2020 Essential Advisor Award

Advisors are an essential part of guiding investors through important investing decisions that affect their life circumstances. Because of this, Envestnet annually acknowledges advisors that leverage technology to deliver the desired level of personal attention to each client, big or small, as they continue to scale their practices through our Essential Advisor Award.

Winners

Garret S. Wong, ChFC^®

Financial Advisor, Ameriprise

Anchorage, AK

Emmy Mastel and Jeff Benson

Financial Planners, Prudential Advisors

St. Louis Park, MN

Martin James, CPA/PFS

President, Martin James, CPA, PC

Managing Member, Martin James Investment & Tax Management, LLC

Mooresville, IN

Award recipients were selected by a panel of Envestnet leaders after evaluating qualitative and subjective surveys and nominations from Regional Directors. These financial Advisors were awarded for embodying the values detailed in The Essential Advisor.

Awards

2020 Asset Manager and Strategist of the Year Awards

For 16 years, Envestnet, in partnership with Investment Advisor magazine, has given recognition to high-conviction portfolio managers that embody investment management best practices. Our goal is to provide industry intelligence that empowers advisors to identify top-performing managers whose strategies can potentially bring their clients closer to achieving overall financial wellness.

Winners

Manager of the Year

T. Rowe Price Investment Management

Large Cap Equity

Brown Advisory

Large Cap Growth

Parnassus Investments

Core Equity Fund

Mid Cap

Wells Fargo Asset Management

Special Mid Cap Value

Small and SMID

The London Co.

SMID Managed Account Strategy

Global, International, and Emerging Market

ClearBridge Investments

International Growth ADR SMA

Fixed Income

T. Rowe Price Investment Management

Bank Loan Strategy

Impact

Breckinridge Capital Advisors

Intermediate Sustainable Tax Efficient SMA

Liquid Alternatives

Eaton Vance

Global Macro Absolute Return Strategy

Strategist

Capital Group

American Funds Core Models

The winners in each category were selected from hundreds of portfolio managers using the systematic, proprietary, and multi-factor methodology developed by Envestnet’s Portfolio Management Consultants group, Envestnet | PMC. The extensive qualitative and quantitative criteria taken into consideration include firm profile, performance, tax efficiency, investment process and style, composite, and customer service.

To be eligible for an Asset Manager and Strategist of the Year Award, managers must have at least $200 million in assets under management and three years of experience. Managers’ strategies must also be broadly available on the Envestnet platform, and open to new investors.