Best of the Best 2023

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ASSET MANAGERS Client Experience Initiative

FS INVESTMENTS

FS Thrive

At FS Investments, we never settle when it comes to delivering positive investing experiences for our clients. We are extending our company culture of innovation, grit and civic engagement to our advisor audience through FS Thrive, a collection of interactive value-add programs designed to help advisors maximize their impact as individuals, professionals, colleagues and community partners. By dynamically

collaborating with our partners, we can help advisors explore how to best work together with their teams, assist clients with discovering the true value potential of their business, benchmark the health of their own advisory practice and identify gaps in their daily routine to optimize performance.

FS Investments is an alternatives asset manager dedicated to delivering superior performance and innovative investment solutions for individuals, financial professionals and institutions. The firm was founded in 2007 with a vision to bring investors access to alternative asset classes and strategies historically available to only large institutions and the wealthiest individuals. FS Investments was combined with Portfolio Advisors in 2023 to meaningfully expand its investment capabilities and accelerate efforts to broaden its institutional client base. Following the transaction close, the firm will have over $78 billion in assets under management and will provide access to alternative asset classes, strategies and investment managers with the flexibility to deliver a wide range of structures and solutions. FS Investments never settles on behalf of its investors and focuses on setting industry standards for investor protection, education and transparency. The combined firm has over 500 employees worldwide and is headquartered in Philadelphia, PA.

fsinvestments.com

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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