Salt Lake-based Albion Financial Group recently received three national recognitions.
Worth Magazine ranked Albion "one of the nation's top 100 wealth advisers" for the second year in a row. The firm was the only one in Utah to be included on Worth's list.
Morningstar recently ranked Albion's All-Cap Growth Portfolio with five stars, based on returns achieved by the portfolio as well as risks taken. As of September 2004, Albion reported that it delivered an average annual net return of 14.4 percent per year over the past 10 years. The S&P 500 earned 9.2 percent during the same period.
MoneyManager Review also ranked Albion's portfolio as one of the top three all-capitalization portfolios over the past 10 years. Albion Financial is a fee-only money manager currently managing close to $400 million.
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