DALBAR put 18 mutual fund companies to the test over the past year and is honouring Altamira as the leader of the pack for investor services.
“Altamira has proven that it is committed to providing excellent service,” says Manny Da Silva, director for DALBAR’s Canadian office. “Altamira has been a first quartile company for the past four years.”
DALBAR’s award is based on a company’s performance in four main categories over a calendar year: phone quality, phone accessibility, mail quality and mail timing. By playing the role of the investor, DALBAR actively experiences the service that the average mutual fund customer receives. It was a competitive race, with firms like AIC Limited and Spectrum Investments on Altamira’s heels.
DALBAR, Inc. is a leading financial services research firm with offices in Toronto and Boston, specializing in measuring the performance of institutions and financial professionals in areas such as client satisfaction, service quality and communications effectiveness.