Advisor Services
Over
Billion in Advisor Assets
Over
Client Firms
Over
Years of Experience
Fully Outsourced CIO & Portfolio Management
We handle the time consuming task of researching, monitoring, trading and rebalancing your firm’s assets under management.
- Professionally managed portfolios with model portfolio performance since 1980
- Portfolio management and trading done for you
- Due diligence handled for you
- Approved to use funds from Dimensional Fund advisory
- Household rebalancing with asset location capabilities
- Tax minimization strategies (i.e. Tax Loss Harvesting and Tax Swap Recommendations)
- Platform to manage company 401(k)s
Dedicated Back Office
Every hour you spend dealing with an administrative task is one less hour spent on relationship building and new business development.
- Dedicated client service manager
- No firm-level AUM requirement or minimum TAMP fees
- New account paperwork
- Access to multiple custodians and full outoursourcing of the custodian relationship
- Full billing support
- Customized cash management
- Record retention support
Technology that Delivers High-End Client Experience
Provide your clients a high-end user experience without the upfront technology costs.
- Private-labeled Client Portal
- Paperless Reporting
- Private-labeled robo advisor platform for small account solution
- Website interface for accessing client information, forms, compliance materials and marketing materials.
Practice Management Resources & Training
Access our more than 30 years of experience as an independent RIA to accelerate your success.
- Client deliverable content with timely and relevant information
- Quarterly client letter
- Access to Chief Investment Officer (CIO) for questions and advice
- Access to experienced advisors for client question support
- Annual conference CE approved sessions
- Webinars focused on current topics and performance
Professional Prospecting Assistance
Leverage our size and years of experience to help you win more opportunities.
- Second opinion analysis
- Coaching
- In-person meeting support
- Online meeting support
- PowerPoint deck creation
- Client identification and prospecting tools
If you’re a fee-only, independent Registered Investment Advisor, then you know that managing a business while giving your clients the best possible service is a delicate balancing act under the best circumstances.
