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News Release: Smart Investor Named "Top Wealth Manager" by NABCAP

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01 June 2011

NEWS RELEASE

 

SMART INVESTOR NAMED “TOP WEALTH MANAGER” BY NABCAP

 

Rocklin, CA, June 8, 2011 — Smart Investor is proud to announce it was named a “Top Wealth Manager” by the National Association of Board Certified Advisory Practices (NABCAP) as published by the Sacramento Business Journal. NABCAP developed its list after surveying advisors throughout the greater Sacramento area.

NABCAP is an unaffiliated, nonprofit organization based in Colorado that was created to identify top practitioners in the financial services industry, and through the process help reform the public’s perception of the industry and its professional membership.

“We’re excited to be included on NABCAP’s list of top wealth managers in the Sacramento area,” said Allan Henriques, President and CEO of Smart Investor. “This recognition offers further evidence that Smart Investor is one of the premier wealth management firms in the region.”

NABCAP’s primary focus is serving the needs of the investing public by identifying top wealth managers. To accomplish this, NABCAP and its board of directors created an unaffiliated evaluation process to assess 20 categories of practice management. Advisors participate by submitting an online questionnaire, and a multi-step verification process uses independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP’s unique methodology is primarily objective, not subjective, which helps add transparency to the process. The organization’s list is not merely defined by assets under management , revenues produced or popularity, but instead attempts to identify top advisors regardless of size, firm or affiliation.

To learn more about NABCAP, visit www.nabcap.org.

 

For additional information about Smart Investor call 800-540-0624, email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or visit www.smart-investor.cc.

 

About Smart Investor

Smart Investor is a unique wealth management firm based in Rocklin, California. The firm is an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants.

 

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Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More