The dual recognition highlights the firm’s dual-track success in managing $45.8 billion in assets while maintaining a deep commitment to social responsibility. According to CEO Brendan Clark, the awards reflect a corporate culture that prioritizes both professional execution and community engagement. The Asset Manager of the Year win acknowledges the firm's sustained performance and its specialized high-net-worth services, which have become a benchmark for supporting advisors through volatile market cycles.

Beyond financial metrics, the Thrivent Award underscores a consistent philanthropic model. The firm mandates monthly employee-led initiatives to identify and support nonprofits, a program that assisted 17 organizations over the past year alone. Long-term partnerships with local entities like Philadelphia Financial Scholars and SquashSmarts further ground these efforts in the company’s home region. These latest honors add to a growing list of industry recognition for the firm, which has also been named a Philadelphia Business Journal Best Place to Work for eight consecutive years and a four-time MMI/Barron's Asset Manager of the Year finalist.