Marks Group Wealth Management 2013 NABCAP Advisory Practice
Marks Group Wealth Management designated as a premier advisory practice in Minneapolis by the National Association of Board Certified Advisory Practices
Online, November 25, 2013 (Newswire.com) - NABCAP announced that Marks Group Wealth Management has been recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in Minneapolis.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
About Marks Group Wealth Management
Marks Group Wealth Management is an independent Registered Investment Advisory (RIA) firm located in the greater Minneapolis area. Our mission is to provide comprehensive wealth management services to high net worth families, corporate retirement plans and private foundations. As an RIA, we have a legal fiduciary responsibility to always put our clients' interests first. At Marks Group, our commitment is to our clients, their families and their financial success.
We are a collective team of 10 investment professionals that live and work in the community where many of our clients reside. We manage approximately $525 million in client assets and commit ourselves every day to make well-informed decisions; always with our clients' best interests in mind.
Contact Information:
Marks Group Wealth Management
Office: 952-582-6100
Email: info@marksgroup.com
Web: www.marksgroup.com
About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
