McLean, VA — JANUARY 17, 2014 – Mclean Asset Management Corporation (MAMC) today announced it has been selected for the third year in a row to the NABCAP Premier Advisors List of 80 elite wealth management practices in the Greater Washington DC Area.1 MAMC provides comprehensive wealth management services to individuals, businesses and institutions.
The National Association of Board Certified Advisory Practices (NABCAP) is a nationally registered 501(c)(3) non-profit organization established to serve the needs of the investing public by helping identify top wealth managers. NABCAP utilizes a stringent, unbiased selection process that evaluates each practice based on a proprietary system and objectively verifies the information submitted through its multi-level validation 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 again as one of the region’s premier wealth advisors,” said Dean Umemoto, founding principal and president of MAMC. “For nearly 30 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 evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the submitted information. 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, businesses and institutions. The firm’s team of seasoned advisors applies a holistic approach to wealth management by providing investment consulting, advanced financial planning, relationship management and 401k services tailored to each client’s objectives.
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 5000 direct contacts and over 40000 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.