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Investment Advisory Services

Experience fee-only independence: freedom, flexibility, choice

Choice and flexibility

You select the solutions to fit your business model and client needs

  • Scalable, cost effective platform for advisor directed investment management.
  • Outsource investment management to a wide selection of world class third party managers.
  • Simple solutions for financial planning, including hourly and fixed fee options.

Business development expertise

Our internal and external support team stands ready to provide product expertise, education, and ideas to help you develop and grow your advisory business.

Whether you are brand new to the advisory business or have an established practice, we provide the service you require to get to the next level.


Essential tools and integrated technology

Together with our partners, we provide access to the essential tools for a thriving advisory business:

  • Modeling and rebalancing tools
  • Block trading and variance and drift reporting
  • Automatic billing
  • Consolidated statements and performance reports
  • Client portal
  • Financial planning software

Meeting your due diligence and compliance needs

We support our advisors with tools and reporting designed to help run a compliant and profitable business.

You can also feel confident that any of the available managers and products have been fully vetted and pass an on-going, rigorous due diligence process.


Making a successful transition

Our experienced team works hand in hand with advisors and branch offices to transition existing advisory business.

We know how important it is to you, and we stand ready to help you make a smooth and complete transition.

During my career as a registered representative, I have never felt so uniquely qualified to serve my clients as I feel today since deciding to change my business model.