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.

Every hour you spend dealing with an administrative task is one less hour spent on relationship building and new business development.

 

Contact us today to learn how we can help!