Scott Moulton Named as a 2017 Top Retirement Plan Adviser by Financial Times

Scott G. Moulton, CFS, AIF®

Certified Fund Specialist (CFS) and Accredited Investment Fiduciary® (AIF®)

Scott Moulton, of Capital Management Group of New York, has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

Produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management, Financial advisers based in the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate.

The annual FT 401 represents an impressive group of advisers from 38 states and Washington, D.C. This year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets – DC plans on average account for 74% of their total assets under management.

The FT 401 is a ranking of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

Contact: Scott G. Moulton

203-306-5172

smoulton(at)cmgnewyork(dot)com

About Scott Moulton

Scott G. Moulton is a financial consultant with Capital Management Group. Scott joined Capital Management Group in 2010 and focuses on financial planning, wealth management, employee benefit planning and currently oversees the firm’s qualified plan division. Associates of Capital Management Group offer…

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