Dalal Salomon was named a “2021 Top Independent Wealth Advisor” by Barron’s.
Salomon & Ludwin became an independent Registered Investment Advisor (RIA) in 2018.
RIAs are considered to be acting in a fiduciary capacity, and so held to a high standard of conduct. This fiduciary standard mandates that an RIA must always unconditionally put the client’s best interests ahead of their own, regardless of all other circumstances. RIAs are also required to disclose any possible conflicts of interest to their clients and act in an ethical manner in all of their business dealings.
We are grateful that Barron’s has recognized Dalal as a top independent advisor. When asked, Dalal stated, “Any recognition received is a reflection of the dedication and hard work of the entire S&L team in service to our clients”.
Methodology:
Criteria for the Barron’s 2021 Top Independent Advisors was based on filtered nominations from investment, insurance banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Portfolio performance is not a criterion because most advisors do not have audited track records.
A ranking of “N” indicates the advisor was not ranked in the specified year. HNW=high net worth; UHNW=ultrahigh net worth.
Disclosures:
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Salomon and Ludwin, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
