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ADVISORS

We partner with financial advisors, helping them defend their high net worth clients from competitors, consolidate clients’ outside assets and grow their high net worth business.

Working in partnership, we will provide you with specialized investment management solutions spanning traditional and alternative asset classes, incorporating short- and long-term asset allocation strategies. This will enable you to offer your clients a pension-grade investment platform combined with highly personalized service to complement the value your practice provides.

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Meeting and reporting

You and your clients will receive clear and concise quarterly statements, so you can track progress towards their financial goals. Client meetings—face to face or over the phone—help us to communicate market insights and our resulting portfolio strategy. This builds client comfort and is an important part of the value we provide.

24/7 access to portfolio data

Our secure website allows round-the-clock access to information about clients’ portfolios. You can view up-to-date balances, transactions, reports and tax information, making it easy for you to conduct comprehensive reviews with your clients.

 
Advisor story

Helping to grow my practice

Carl wanted to partner with an investment firm that would help assist the growth of his high net worth business. We partnered with him and provided access to a broad investment platform that included alternative investment portfolios that invest directly in the underlying assets.

Read Carl's story

 
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