| 04-13-2010 | GIPS Compliance Verified By Ashland Partners & Company LLP |
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Ashland Partners & Company LLP has verified the compliance of Westport Resources Management, Inc. as defined in their composite disclosure presentations, with the requirements of the Global Investment Performance Standards (GIPS®) on a firm-wide basis from January 1, 1997 through December 31, 2008 and whether the Company’s processes and procedures are designed to properly construct composites, calculate performance results and present composite information in compliance with the GIPS standards. In Ashland’s opinion, Westport Resources Management, in all material respects, has complied on a firm-wide basis with the composite construction requirements of the GIPS standards as adopted by the CFA Institute. [Click here for full Report]
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| 03-31-2010 | Morningstar® Rankings |
| | Morningstar® (Quarter Ending 3/31/2010)
- Special Income - *****
- Global Tactical Asset Allocation - ****
- Global Balanced Instl Strategy - ****
- ETF - *****
- Fixed-Income Strategy - ***
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| 02-22-2010 | BARRON’S TOP 1,000 ADVISORS IN AMERICA FOR 2010 |
| | John Adams Vaccaro, CEO of Westport Resources, named one of the Top 1,000 Advisors in America. Mr. Vaccaro ranked #7 in Connecticut. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. The full article can be seen at Barron's.com |
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| 02-18-2010 | Best of the Best Top Gun |
| | Informa Best of the Best (Quarter Ending 12/31/2009)
Westport Resources Management has been ranked by Informa Investment Solutions as:
"Best of the Best Top Gun"
- Global Balanced- 3 year (U.S. Balanced Universe)
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| 11-18-2009 | Thomson Reuters "Nelson's World's Best Money Managers" |
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(Quarter ending 6/30/09)
U.S. Tactical Asset Allocation 40 Quarter(s)
Global Balanced 4 Quarter(s)
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| 08-31-2009 | Barron's Top 100 Independent Advisor Recognition for 2009 |
| | WESTPORT’S JOHN ADAMS VACCARO OF WESTPORT RESOURCES MANAGEMENT NAMED AS ONE OF THE COUNTRY’S TOP 100 INDEPENDENT FINANCIAL ADVISERS BY BARRON’S MAGAZINE FOR 2009 |
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| 07-13-2009 | Awarded Financial Advisor's 2009 Independent RIA Ranking |
| | Financial Advisor Magazine - National Top RIA Survey. |
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| 07-01-2009 | Wealth Manager Announces 2009 Top Wealth Managers |
| | Ranked by average assets under management per client. |
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| 03-09-2009 | One of the most dependable wealth managers in the North East |
| | Named one of the most dependable wealth managers in the North East by Goldline Research, 3/09. (as seen in Forbes Magazine, March issue) |
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| 01-26-2009 | One of Connecticut’s Top Registered Investment Advisors in 2008 |
| | Named one of Financial Advisor’s Top RIAs in Connecticut for 2008 |
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| 07-24-2008 | Bloomberg's Top Wealth Masters 2004-2008 |
| | Westport Resources Management named one of Bloomberg's Top Wealth Masters 2004-2008. |
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| 05-18-2008 | One of America's top financial planners in 2008 |
| | Named one of America's top financial planners in 2008 by the Consumers' Research Council of America |
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| 11-30-2007 | Ranked #9 for the US Composite Limited Durations (Bonds) |
| | Ranked #9 for the US Composite Limited Durations (Bonds) for the past 5 years by Pensions & Investments Magazine November 2007 |
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