Firm selected by National Association of Board Certified Advisory Practices as one of elite wealth management practices in Greater Washington region
McLean, VA —SEPTEMBER 16, 2011 – McLean Asset Management Corporation (MAMC), which provides wealth management and investment management services to individuals, families and institutions, today announced it has been selected by the NABCAP as one of the premier wealth managers in the Greater Washington Area. The NABCAP Premier Advisors list of 75 elite wealth management practices was published in the Sept. 16 edition of The Washington Business Journal.
The National Association of Board Certified Advisory Practices (NABCAP) is the first non-profit 501(c)(3) organization to create an independent, discerning process to help identify the top quality advisory practices in order to better serve the investing community. NABCAP utilizes a stringent, unbiased selection process that evaluates each practice based on a proprietary system and objectively verified the information submitted through its multi-level verification process.
“NABCAP is committed to providing investors and advisors a trusted standard of excellence to improve industry transparency and ensure the investing public can make sound decisions, and for that reason we are greatly honored our firm has been recognized as one of the region’s premier wealth advisors,” said Dean Umemoto, founding principal and president, McLean Asset Management Corporation. “For more than 25 years, MAMC has built its practice around independence, empirically validated approaches and proactive client service, and these values have allowed us to develop lasting client relationships and distinguish our practice within the industry.”
The NABCAP methodology for the Premier Advisors list leverages an unaffiliated, multi-step evaluation process in which 20 categories of practice management are assessed, including team dynamics, years of experience, investment and risk philosophy, fee/cost structure and customer service. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor’s benefit.
About McLean Asset Management Corporation
Since 1984, McLean Asset Management Corporation (MAMC) has provided comprehensive wealth management services to individuals, families and institutions. The firm’s team of seasoned advisors is committed to delivering unmatched wealth management, advanced planning and relationship management services to clients. The firm applies a holistic approach to wealth management by providing investment consulting, advanced financial planning and relationship management tailored to each client’s objectives. For additional information, please visit www.mcleanam.com
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Source: NABCAP: “Premier Wealth Advisors”. 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.
McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.