Experienced Advisors working on wirehouse platforms thinking about going independent who have exposure to firm proprietary deals, and clients that have complex needs.
Advisors tired of wearing the business development, and portfolio manager hat. If your differentiation is your ETF model that you are running on a hybrid platform, we can help you scale your business with your “A” clients. These are the folks you are spending 90% of your time on, who contribute more than 5o% of your revenue. You have to build a moat around them. Your ETF portfolio does not accomplish this. These clients have outside investments that dont fit your model. You are at risk of losing them. Talk to us.
RIA firms stuck with legacy systems that dont offer reconciliation, online portfolio reporting, and multi-manager, multi asset capabilities. You cant upgrade your systems due to expense, and time. The prospect of changing your legacy systems feels like heart surgery. It is. We can help you get make this transition quickly and efficiently.