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

1999

Goldman Sachs
Service Award
Financial Intermediary Service Award

1999

JPMorgan Asset Management
Service Award
Financial Intermediary Service Award

1999

New York Life Investments (formerly MainStay Investments)
Service Award
Financial Intermediary Service Award

1999

Putnam Capital Manager
Service Award
Financial Intermediary Service Award

1999

Putnam Investments
Service Award
Financial Intermediary Service Award

1999

Putnam Investments
Service Award
Financial Intermediary Service Award

1999

Seligman Funds
Service Award
Financial Intermediary Service Award

1999

Transamerica Funds
Service Award
Financial Intermediary Service Award

1999

Wells Fargo
Service Award
Financial Intermediary Service Award

1999

AIM
Service Award
Mutual Fund Service Award

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Wondering Where Your Firm Stands?

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