Warren Financial Of Exton Makes Financial Advisor’s Top 50 List


Warren Financial Services of Exton has just been listed by Financial Advisor magazine as one of the nation’s Top 50 fastest growing registered investment advisory firms.

While Warren was among the 500 largest registered advisory firms for the past few years, this is the first time that the firm has been ranked among the top 50 fastest growers.

7.28.2014 Randy Warren
Randy Warren (courtesy of foxbusiness.com)

“Our growth is attributed to our very loyal investment  team and our customer base which is growing steadily each year,” said Randy Warren, chief investment officer.

In the last two years, Warren Financial has gained national press attention for its downside protection investment strategy called the Big Dividend Hedge Fund.

According to Warren’s investment management team, as the market hit record highs in the past few years there were significant pullbacks, but Warren Financial clients did not experience much of an impact. Warren advises beginning each successive market upturn with a larger capital base (by not losing in downturns) to allow clients to grow more quickly.

The firm believes that their next growth opportunity will be with family offices and midsized pension funds.

“Being negatively correlated to the stock market in 2013 proved to be a recipe for disaster for pension funds,” said Warren. “The big money wanted negative correlation when the stock market wasn’t healthy in 2008 and 2009, but the big funds couldn’t put on a hedge that made economic sense.  So, when a good year finally came in 2013 the upside was very limited. We have developed a cost-effective, fully quantitative hedge strategy for this very reason.”

Financial writers from Reuters, the Associated Press, the New York Times and Bloomberg News often seek predictions and commentary from Warren executives.

For those interested, the firm posts an event horizon index on its web site which gauges the likelihood of an economic disaster occurring in the next 30 days. The index reading on July 25?  Zero.  Whew!

Top photo credit: thinkpanama via photopin ccorigin_2247354510

Connect With Your Community

Subscribe to stay informed!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.