CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.9 billion in assets under management (AUM, as of 11/30/22), is among the 2022 Best Places to Work in Money Management as announced by Pensions & Investments (P&I). It is the second year in a row that TMG has earned this recognition.
As a relationship-based business, TMG is committed to attracting and retaining professionals who embrace the firm’s service-oriented and collaborative approach. TMG invests in professional development and technology solutions to help its team members provide a personalized client experience where proactivity is the norm.
“We’re focused on creating an environment where employees feel they have all the tools they need to be successful,” said TMG CEO Chris Behrens. “First and foremost, success is defined by serving our clients well, but it’s also about helping our team members find fulfillment in their work and advance in their careers. We want our employees to be proud of what they do and to enjoy the culture that we all have a hand in creating. So, it’s wonderful to see their satisfaction reflected in the survey results that contributed to this award.”
P&I partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.
Earlier this year, TMG was ranked #49 on Barron’s 2022 list of Top 100 RIA Firms, marking the third year in a row the firm appeared on the list. Rankings are based on Barron’s proprietary methodology, which includes various factors related to assets under management, revenue, and the quality of the firm’s practice. Firms do not pay to be considered for or ranked on the list.
The firm offers a comprehensive range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance. Investment recommendations are not tied to commissions. Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management. This approach helps align the interests of the firm with the client.
ABOUT TMG
TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMG’s professionals aim to simplify clients’ lives by providing a comprehensive suite of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. (Registration with the SEC as an investment adviser does not, in and of itself, imply a certain level of risk or training.) Headquartered in Chicago, TMG also has offices in and around Atlanta, GA; Austin, TX; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; and Washington, DC. Visit us at www.themathergroup.com.
Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Information is accurate as of the date of this press release, and no obligation nor intention to make updates or corrections exist. Visit the TMG website for more information regarding its awards and recognition.
TMG is not affiliated with and does not endorse, authorize, sponsor, verify, or monitor third-party websites and we are not responsible or liable for the content of any website, or the collection or use of information regarding any website's users and/or members.
