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Our philosophy is conservative and long-term, with an emphasis on the preservation of wealth accumulation, protection and distribution. We believe that investment decisions should be made according to each client's unique financial situation, and we reject the “one size fits all” approach to helping you reach your investment objectives. We seek to provide an individualized level of attention that meets the highest standards of value, management, integrity and costs.

In short, we strive to become your lifelong financial advisors based on a foundation of trust. We seek to help you develop an investment plan that will help you realize your financial dreams — for you, for your loved ones and for future generations.

Recent Professional Recognition

NBC National News and local Fox 5 News on the Hill

Tristan Caudron was interviewed on NBC National News on 10/17/2017 and Fox 5 News on the Hill on 10/22/2017.

 Forbes Magazine America's Top Wealth Advisors

2017, 20181 — Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors. 

The Financial Times Top 400 Advisors in the US

2017, 20182 — Financial Times (the international daily newspaper of business and economic news) named Tristan Caudron, one of the Financial Times top 400 Advisors. 

Barron's Top 1200 Advisors and 4th in the Commonwealth of Virginia

2015, 2016, 2017, 20183— Barron's ranked Tristan Caudron 4th in the Commonwealth of Virginia. Since 2014 Barron's has named Tristan to the Top 1000 Advisors in the U.S. and among the top 10 in Virginia each year. 

Washingtonian Magazine Top Wealth Advisors

2015, 2016, 2017, 20184 - In its review of financial advisors and wealth managers in the Washington DC area, Washingtonian Magazine recognized Tristan Caudron as one (of only 37) of the top wealth managers associated with banks and brokerage firms. 

Washington Business Journal Washington's Premier Wealth Advisors

In 2012 and 20135 - as published by the Washington Business Journal, the National Association of Board Certified Advisory Practices (NABCAP) announced, after an extensive and detailed evaluation, that the Speck – Caudron Investment Group was named one as one of their top financial advisory practices in the Washington region.
To maintain our preferred client service, we welcome relationships with a minimum of $1,000,000 of investable assets.
1Forbes America's Top Wealth Advisors is a ranking, developed by Shook Research, based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. The ranking considers client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.
2The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015 & 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
32014/2015/2016/2017 Barron's Top 1200 Advisors: The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.
4Washingtonian named Tristan Caudron and David Speck among top wealth advisors
Washingtonian was provided names of top wealth managers based on assets under management by various institutions.
52012-2013 NABCAP Premier Advisor: Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance