Congratulations to the Siegel Team
For
the second consecutive year, The Siegel Team was recently selected by
The Houston Business Journal and NABCAP (National Association of Board
Certified Advisory Practices) as one of Houston’s Top Wealth Managers
for 2013.
The primary focus of NABCAP is to serve the needs of the investing public by helping to identify top wealth managers. NABCAP is an unaffiliated, nonprofit organization based in Colorado with a presence in 35 U.S. markets. NABCAP attempts to identify top advisors regardless of a firm’s size or affiliation. The practices were selected for this list in a multi-step process intended to maintain integrity and objectivity. Each participating advisory practice is evaluated on the following 20 categories of practice management in no weighted order:
The primary focus of NABCAP is to serve the needs of the investing public by helping to identify top wealth managers. NABCAP is an unaffiliated, nonprofit organization based in Colorado with a presence in 35 U.S. markets. NABCAP attempts to identify top advisors regardless of a firm’s size or affiliation. The practices were selected for this list in a multi-step process intended to maintain integrity and objectivity. Each participating advisory practice is evaluated on the following 20 categories of practice management in no weighted order:
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Financial planning
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Technology and software
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Investment planning
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Performance
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Accountability
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Risk
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Practice management
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Operations
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Education
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Team
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Credentials/designations
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Experience
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Cost
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Personnel
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Disclosure
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Reporting
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Fees
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Customer service model
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Compensation
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Client education model
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 The Siegel Team UBS Financial Services Inc. Galleria Financial Center 5065 Westheimer Road, Suite 1000 Houston, TX 77056 713-965-8179 713-965-8183 855-723-1237 fax lori.siegel@ubs.com |
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Lori L. Siegel, CFP®
Senior Vice President–Wealth Management Wealth Advisor Robert Anthony Russo, CFA, CFP® Vice President–Wealth Management Cher Ann Rudolphi Senior Client Service Associate |
