Spraker, Fitzgerald, Tamayo & Moisand Named to Bloomberg's Top Wealth Managers List
Orlando, Fla. - June 29, 2004 - Wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, was recently named to Bloomberg's 450 Top Wealth Managers for the fourth consecutive year. The list ranks the leading independent financial-advisory firms based on asset value as of December 2003. With $127 million in assets under management, Spraker, Fitzgerald, Tamayo & Moisand saw a 44.2 percent growth from 2002.
This year's list includes 450 registered investment advisory firms, ranked by average client relationship size and compared with 370 qualifying firms from last year. As a group, the 450 Top Wealth Manager firms saw their total assets grow 32.2 percent in 2003.
"Facing the mutual fund scandals and stock market hesitations, we stayed focused on providing our clients with unsurpassed service free of the conflicts of interest plaguing scandal-ridden Wall Street," says Susan Spraker, Certified Financial Planner and principal of Spraker, Fitzgerald, Tamayo & Moisand. "Protecting our clients' interests and guiding them toward their goals has been, and will remain, our primary purpose."
To qualify for ranking, firms had to be registered investment advisers with
the Securities and Exchange Commission (SEC), have minimum assets under management
of $50 million, offer financial-planning services, and have more than 50 percent
of their client base consist of "individuals" or "high-net worth
individuals" as defined by the SEC.
About Spraker, Fitzgerald, Tamayo & Moisand, LLC
Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $127 million. They operate out of offices located in Maitland and Melbourne and can be reached at 407.869.6228 or online at www.SprakerFitzgerald.com.
| Melbourne Office: 6767 N. Wickham Road Suite 400 Melbourne, FL 32940 Tel: 321-253-5400 Fax: 321-757-3344 |
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