Who we work with
Professional Services Firms
We partner with professional services firms with a single focus – helping to create a wealth management offering valued by their clients. In doing so, we provide the know-how and expertise in wealth management to enable them to broaden and complement their existing capabilities to better serve the needs of their clients. At the same time, the addition of a wealth management product provides these firm with an exceptional growth opportunity. When setting out to build a wealth management business, these firms are not starting from scratch as these firms already have a client base upon which to build. We work with our partners each step of the way to deliver wealth management solutions to their clients.
Financial Planning and Insurance Firms
We partner with financial planning and insurance services firms interested in expanding their offering to investment management solutions as well as those firms looking to streamline and simplify their existing investment management solutions. We provide outsourced investment management services, enabling these firms to simplify their processes for investment management, and allows them to focus on what they do best. Our leading wealth management platform and investment management capabilities provides a digital experience for their clients with a dedicated portfolio manager and frees up resources to scale their business.
We appreciate how hard you’ve worked to build deep relationships with your clients and to gain their trust. We recognize your clients turn to you for financial advice and we focus on ensuring you remain the lead relationship manager for your clients. We are unique in collaborating with our partners to define the client experience they want for their clients.
Our Experience
We work with our partner firms at all points from setting a vision for integrating wealth management solutions to their core services to the day-to-day management of your client’s investments. We have a qualified team with experience in various facets of wealth management and consulting expertise in launching new wealth management businesses.
Client Service
You remain the lead relationship manager with your clients. We focus on providing you with the highest level of service and support that enables you to build stronger, long-term relationships with your clients.
Leading Platform
We equip our portfolio managers with leading, integrated technology to provide customized, institutional-quality asset management to your clients while enabling your clients to interact with us digitally.