Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

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.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2000

MassMutual
Statement Communications Seal
Defined Benefit and Cash Balance Statement

2000

Charles Schwab
Statement Communications Seal
Defined Contribution Statement

2000

Principal Financial
Statement Communications Seal
Defined Contribution Statement

2000

T. Rowe Price
Statement Communications Seal
Defined Contribution Statement

2000

Alger
Service Award
Financial Intermediary Service Award

2000

American Skandia
Service Award
Financial Intermediary Service Award

2000

Davis Funds
Service Award
Financial Intermediary Service Award

2000

Goldman Sachs
Service Award
Financial Intermediary Service Award

2000

INVESCO
Service Award
Financial Intermediary Service Award

2000

Nations Funds
Service Award
Financial Intermediary Service Award

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Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.