ANNAPOLIS, Md., March 25, 2013 /PRNewswire-iReach/ -- Greg Ostrowski, CFP®, CRPC and Jay Sprinkel, CRPC, of Annapolis-based Scarborough Capital Management, were included on REP magazine's list of the "Top 40 Under 40" Registered Investment Advisors in the nation. Selection was based on both quantitative data (the total assets under management) as well as qualitative information gathered by the editors through individual interviews. In addition to showing significant success before the age of 40, other criteria included (a) must provide financial planning services (b) must work directly with clients (c) may not operate a broker/dealer, a bank or be affiliated with an investment company.
"The financial advisory industry is supposedly graying," said REP magazine's editor. "So we decided to find the top relatively-youthful FAs. Combing through the Meridian-IQ database of financial advisors, as well as holding conversations with industry gadflies and accumulating numerous press reports, we've assembled this list of 40 up-and-coming independent financial advisors all under 40 years old and working at some of the largest RIAs in the country."
Ostrowski, joined Scarborough Capital Management in 1999 as a research associate after working in London, England as a research associate for Citigroup Asset Management. He works with his clients to chart an effective financial course for their individual situation by ensuring they understand the total process – from goal definition to investment selection.
Sprinkel has been with the firm since 2001. Prior to that, he worked for First Union Securities. As a retirement advisor, Sprinkel strives to help his clients understand how to properly prepare for their retirement by evaluating their individual needs and life circumstances.
"We attribute our success to our loyal clients and our highly credentialed staff members who consistently surpass our clients' expectations," said Ostrowski. "The individuals, families and small businesses that make up the majority of our client base have continued to express their satisfaction with our ability to provide unbiased financial expertise to meet their unique needs."
About Scarborough Capital Management
Scarborough Capital Management provides comprehensive financial advisory services, including 401(k) Management, Investment Management, Financial Planning, Retirement Income Management, Estate Planning, and Risk Management. Dedicated to helping people prepare for retirement, Scarborough Capital Management developed its signature 401(k) and 403(b) Savings Plan Management service for employees participating in their company retirement plans. Currently, the firm works with thousands of individuals at over 125 different plans ranging from Fortune 500 companies to small and midsized businesses. Please visit www.401kadvice.com for more information.
Disclosures: Securities offered through SII Investments, Inc. (SII), Member FINRA, SIPC. Advisory services offered through Scarborough Capital Management, Inc. (SCM), a Registered Investment Advisor. SII and SCM are separate companies.
SOURCE Scarborough Capital Management