This award distinguishes firms that deliver investor statements that are clear, accessible, and aligned with best practices in client communications.
The Statement Communications Seal honors firms that set the benchmark for quality investor statements. Through independent evaluation, DALBAR identifies statements that successfully balance regulatory requirements with investor usability—ensuring complex information is delivered with clarity, transparency, and trust. Statements earning this seal empower investors to understand their accounts, make informed decisions, and engage more confidently with their financial providers.
Winning the Statement Communications Seal demonstrates that your firm has achieved the highest standards in investor communication. This recognition affirms your ability to translate complex financial data into clear, accessible statements that empower investors to make informed decisions.
Display DALBAR’s respected seal across statements and client-facing materials, reinforcing your firm’s leadership in clear communications.
Independent validation signals to investors that their financial information is communicated with clarity and integrity.
Celebrates the collaboration of teams who produce investor statements that meet the highest standards.
Widely recognized as the benchmark of excellence in financial services, DALBAR Awards honor firms that consistently deliver outstanding service, innovation, and client experience. Each award is earned through rigorous, independent evaluation against the highest industry standards—helping firms showcase their leadership, build trust, and inspire a relentless pursuit of excellence
Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.
By achieving a DALBAR award, firms demonstrate:
Independent validation from DALBAR provides assurance to investors, plan sponsors, and stakeholders that your firm meets the highest standards of service and communication. This credibility strengthens client relationships by reinforcing transparency, accountability, and a demonstrated commitment to doing what is best for those you serve.
In an industry where many firms claim excellence, DALBAR recognition is the mark that proves it. Standing apart in a crowded marketplace, award-winning firms gain a clear edge when attracting new clients, retaining existing relationships, and positioning themselves as leaders in financial services.
Recognition by DALBAR is not just an external accolade; it also reinforces your firm’s internal culture of excellence. Awards serve as a source of pride and motivation for employees at all levels, reminding teams that their daily work contributes to a standard of quality recognized across the industry.
