About Advisor Services

There is no substitute for time spent with clients. Yet many advisors spend the majority of their time on administrative and operational tasks.

Advisor Services provides portfolio management and back-office support to like-minded, fee-only, independent Registered Investment Advisors across the country. Begun in 1999, Advisor Services supports more than 20 firms and over $1 billion in managed assets.

Partnering with Advisor Services for portfolio management, performance reporting, trading, and client communications support frees advisors to focus on the reason they became an advisor: To make a difference in clients’ lives.

If you are an independent investment advisor who would like to learn how Advisor Services can enhance your firm, please contact Dennis Covington