Balasa Dinverno Foltz LLC Awarded Investment News Best Practice Award

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Balasa Dinverno Foltz LLC, a private wealth management firm, is one of only a dozen best practice award winners chosen from a pool of over 300 financial advisory firms across the nation.

Creating an environment for people to be at their best drives our success,” said Armond A. Dinverno, President. “Growth is all about our people. It’s about attracting and retaining top talent.

Investment News, a Crain Communications publication reporting on the financial services industry, recently awarded Balasa Dinverno Foltz a Best Practice award. Balasa Dinverno Foltz LLC was presented with the award at a ceremony on Tuesday, October 14, at the Investment News Best Practices Workshop.

“Creating an environment for people to be at their best drives our success,” said Armond A. Dinverno, President. “Growth is all about our people. It’s about attracting and retaining top talent.”

Winners were chosen from firms who participated in the Investment News 2014 Financial Performance Study of Advisory Firms. Awards were given to firms meeting specific financial parameters based on growth and adviser profitability, including profit margin, pretax income per owner, and revenue per professional.

Investment News is a weekly newspaper and the number one source of news to the financial adviser community.

About Balasa Dinverno Foltz LLC

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm, with offices in Chicago and Itasca, IL. BDF manages over $3 billion in assets for high net-worth individuals and families. With dedicated service teams for business owners and women, our expansive team of wealth managers and specialized experts provide a unique ability to navigate complexities ranging from succession planning to successfully guiding women through life’s major transitions. BDF maintains a 98% client retention rate and is ranked as a “Best Places to Work” in Illinois by Daily Herald Business Ledger. For more information about Balasa Dinverno Foltz LLC, visit http://www.bdfllc.com and follow us on LinkedIn.

Rankings or recognition by unaffiliated rating services should not be construed as a guarantee that a certain level of results will be achieved if Balasa Dinverno Foltz LLC (BDF) is engaged or as an endorsement of BDF by any of its clients. Rankings by third parties are generally based exclusively on information prepared or developed by the recognized adviser.

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Deb Casey
Balasa Dinverno Foltz LLC

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