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's and CFA® Charterholders experts help financial advisors deliver scalable, institutional quality investment advisory programs at a fraction of the cost of hiring an in-house investment team.
What we do
We provide tailored model portfolio solutions, annuity allocation strategies, investment governance, market thought leadership and white-labeled content for independent financial advisors.
Services
We offer a wide variety of financial services
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.