Going independent can be the natural progression for many investment advisors, but it can be a challenging journey without the right partner. In fact, the right partner should provide your own platform with your name on it and be flexible enough for you to serve your clients your way, in an open architecture platform that centralizes as much of your practice workflow and tools as possible.
Imagine having these advantages:
Branding as your practice at every touchpoint so your clients see you front and center.
A variety of quality outsourced model portfolios or the ability to build your own branded models supported by a professional investment team and sophisticated risk management and due diligence processes.
A latest generation, cutting-edge technology platform making it easy to do business.
Dedicated service teams that take care of all business and client related administrative and operational tasks.
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