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DALBAR Measurement of Succes
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About UsDalbar, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries. With offices in both the US and Canada, Dalbar develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

Dalbar Measurements include:

  • Investor behavior
  • Customer satisfaction
  • Service quality
  • Regulatory compliance evaluation
  • Due diligence
  • Communications
  • Internet services
  • Financial-professional ratings

Mission, Vision and Purpose

Mission: To help our customers achieve their business goals while protecting the interests of the communities and clients they ultimately serve
Vision: Support and guide the transformations required by the post recession climate and regulatory reforms.
Purpose: The Ultimate Independent Evaluator
Ultimate: unconstrained by methodology or subject matter and capable of developing measurements for the changing world.
Independent: Meet and exceed standards of independence promulgated by industry practices, regulatory requirements, legal precedents and audit guidelines
Evaluator: Evaluations determine how close practitioners come to meeting their own goals as well as requirements of industry regulations, best practices, market leadership, cost effectiveness and fiduciary obligations.


Corporate Quick Facts

Founded: 1976
Ownership: Private
Key Executives:

Louis S. Harvey - President & CEO



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