Seeking Financial Advisors

Our wealth management advantage:

Each of our people has a unique world view, a differentiated way to inspire clients, and a unique skillset. We endeavor to create a far greater organization than any one financial advisor could do on their own. We have a centralized investment advice process. Rather than individual investment advisors making recommendations, we function as an investment committee. This allows advisors to deliver more consistent and competitive portfolio management and reduces the risk of decisions made with personal biases and anecdotal evidence. Our investment process uses data science and fundamental analysis to determine appropriate recommendations for clients. Our research-oriented approach allows us to provide a distinctive value proposition with clarity and transparency. In addition to competitive investment management, we work hand in hand with clients in providing impeccable service and financial education through our blog posts and articles.

Technology:

We provide competitive technology tools to effectively work with your client. This includes CRM systems to better manage and scale client relationships, financial planning technology, investment management services, compliance services, and digital meeting tools.

Operational Support:

We offer phone system solution, errors and omissions coverage, business continuity, emergency and vacation coverage, and a mailing address office service provided through Regus. Advisors will also benefit from the firm’s outstanding marketing efforts, media exposure, and networking events.