Bigger Isn’t Better.
Being Better Is Bigger.
Built by Reps.
Successful advisors understand that we are in the people business. As technology advances and takes over more of our world, the need grows for a personal touch. That starts here, with us, your broker dealer and extends through you to your clients. From broker to advisor, from advisor to client, strong relationships are what drive true success.
It’s time for a strategy that’s built by someone who knows what it’s like to be in your shoes. In today’s competitive financial world, you don’t want to be dealing with an out of touch broker-dealer who makes you jump through unnecessary hoops. You need a broker-dealer that knows all of the in’s and outs of your everyday life as a financial advisor.
Our Rep-Centric Culture
We’ve worn your hats.
We’ve walked in your shoes.
It’s a whole new way of doing business. We set our standards high, focusing on delivering what advisors need in order to best serve their clients. We understand the many hats you wear in order to operate a successful financial practice office. We always have our eyes open to new offerings from your perspective, in order to help you succeed.
You can count on us when obstacles arise, and trust that we are looking for what you need before you even know that that is! We have a dedicated Help Desk for registered reps, staffed by experienced principals who are also producers. The Help Desk can assist you with forms, case design, product information, marketing questions and they provide the real world answers you need.
We differ greatly from other brokers in our approach to portfolio construction and client management. Our philosophy emphasizes predictability and stability, similar to the approach most endowments take. We’ve developed ways to take the same strategies used by institutions and universities and offer them to average investors. We empower you with these tools, assisting you on your journey as an elite, high payout, financial professional