Our top results are a true reflection of our unwavering commitment to attracting and retaining top-tier talent across the board.
In our Investment Executive 2020 Brokerage Report Card debut, we secured the number one spot overall, as well as number one rankings in a majority of the categories, including:
- #1 – Firm’s Ethics
- #1 – Strategic Focus
- #1 – Products & Support for High-Net-Worth Clients
- #1 – Support for Marketing & Use of Social Media
- #1 – Support for Developing a Financial Plan for Clients
- #1 – Support for Tax Planning
- #1 – Support for Insurance Planning
- #1 – Corporate Culture
Wellington-Altus was also tied for top marks in Firm Stability and Advisor/Compliance Relationship.
As the only firm to achieve a net promoter score of 100, it is clear that our advisors are engaged and happy to be building a home at Wellington-Altus.
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