Rathbone named top advisor by Barron’s

IBR Staff//March 13, 2014

Robert Rathbone, managing director and investment officer of Rathbone Warwick & Daly Investment Consulting, was ranked number one in the state of Idaho on Barron’s Top 1,200 financial advisors list for 2014, as announced in the weekly magazine’s Feb. 24 issue.

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors. Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

Rathbone holds a BA in economics from the University of Colorado and has earned the Certified Investment Management AnalystSM designation, awarded by the Investment Management Consultants Association and the Wharton Business School at the University of Pennsylvania.

Rathbone is chairman of the Idaho Freedom Foundation board, a non-partisan public policy think tank.

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