The Dow as of the Previous Day’s Close
The VanDusen Epstein Group has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisory Practice for two years in a row (2010 and 2011). They were also considered an “Exemplary Wealth Advisory Practice” in the Risk Management category in 2011.*
*Source: NABCAP: "Premier Wealth Advisors", Philadelphia Business Journal, November 12, 2010 and September 30 2011. Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP's evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions ("Program"). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP's methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to nabcap.org. NABCAP’s objective questionnaire assesses 20 categories of practice management of all participating advisors and while all the practices on the list in 2011 met NABCAP’s minimum objective criteria, the following practice achieved exemplary scores in its respective categories. The Risk Management Category measures what systems and policies are utilized to potentially help mitigate and manage the risk of the markets.
-Neither Premier Wealth Advisors nor Morgan Stanley* pays a fee to be included in the final list of NABCAP Premier Wealth Advisors.
-The overall evaluation score of a wealth manager may not be representative of any one client's evaluation.
-The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Philadelphia Business Journal.
-The rating is not indicative of the Financial Advisor's future performance.
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
