Winner
Spear's Wealth Management Awards 2011
- Boutique Wealth Management Firm of the Year 2011
Nominated
- PAM Awards 2011 Defensive Portfolios
- PAM Awards 2010 Defensive Portfolios
- PAM Awards 2010 Quality & Clarity of Reporting
- PAM Awards 2010 Overall Service Quality
Winner
Quality & Clarity of Reporting
- PAM Awards 2011
- PAM Awards 2009
- PAM Awards 2008
- PAM Awards 2007
Winner
MDRC Private Client Satisfaction Index