BENEFITS TO YOU AS AN ADVISOR

In addition to the services listed under "Services We Offer" we also provide the following benefits:

  • Fee-only investment products designed to maintain revenue and build "equity" for your firm
  • A disciplined passively managed investment strategy
  • Access to institutional no-load passive asset class funds
  • Continued access to academic research
  • A tax-efficient focus with valuable tax and estate planning ideas
  • Periodic portfolio rebalancing
  • Quarterly billing in advance to provide continuous cash flow for your firm
  • Regular communications and state-of-the-art reporting
  • Payment of your registration in the state where you conduct business
  • Flexibility to define advisory fees set for your clients
    • Ability to offer group and family discounts
    • Ability to not charge for your personal accounts and those of your employees
  • Customized reporting package
  • On-line account activity information
  • Guidance through the series 65 test and assistance with the most effective way to study
  • Your clients remain your clients
    • We provide the "behind the scenes" work
    • Allows you to spend the time with your clients who need this great service

Most importantly – A trusted advisor relationship with you and assistance in helping you enhance a trusted advisor relationship with your clients