Investor
  • Empower the public through education and industry insights
  • Identify quality advisors utilizing a preset standard of excellence locally, regionally and nationally
  • Help decipher among quality practitioners and financial salesmen
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advisory practice
  • Fair & equal opportunity regardless of firm affiliation or A.U.M.
  • Publish & distinguish advisory practices based on objective qualities & specialties
  • Consultative review of individual practices on a confidential basis
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financial services industry
  • Separate your firm's advisory practices from the competition and have them published
  • Restore investor confidence and trust in the industry
  • Establish an industry of excellence through our unaffiliated, unbiased and objective process
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media
  • Empower the general public with solutions to manage their financial well-being
  • Provide the public with unbiased, reliable results and educational information
  • Showcase the best overall advisory practices based on their merits with the investor's interests as the focal point
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