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”.
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.
Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Barron’s in exchange for the recognition.