Highly Credentialed Outsourced Investment Consultants That Help Financial Advisors Deliver Superior Wealth Management Results For Their Clients
Mission statement: to defend and enhance the value proposition of the financial advisors we serve.
About us
Our team of PhD and CFA Charterholder investment professionals collaborate with top-performing advisors in the Osaic Wealth network to provide scalable, institutional-quality investment advisory solutions—at a fraction of the cost of building an in-house investment team.
what we do
As seasoned professionals within the Osaic Wealth network, we recognize the distinct challenges that high-performing advisors encounter in delivering scalable, differentiated investment advisory solutions. Our partnership with Osaic Wealth Advisors is designed to build collaborative practices that allow advisors to focus on their core strengths, while we support them in delivering credentialed, institutional-quality wealth management services.
How we support your practice
Our partner advisors can leverage AMP Consulting through several pre-established resources, including:
01
Model Portfolio Construction
We work with advisors to create modern portfolios that meet the unique needs of their client base.
02
Investment Governance Support
We help advisors create Investment Policy Statements (IPS), document research and develop procedures to help advisors meet their fiduciary responsibilities to clients.
03
Annuity Allocations
For advisors who utilize annuities in their practice, we provide innovative management solutions.
04
White-Labeled Content
We provide white label commentary for our partners to support their client communication efforts.
05
Client Event Support
Our team is your team, and we support advisors at various client events to help them enhance their brand.
06
Manager Due Diligence
We provide our advisors with a comprehensive due diligence file to meet their compliance and governance requirements.
07
Market Thought Leadership
Our monthly AMP inside calls with some of the top investment talent in the industry keeps our advisors up-to-date on the latest market news from a unique perspective.