Advisors Join Us When They:
Have Become Frustrated With Client Service Drops
Find They Are Wearing Too Many Different Hats
Find Growth Has Been Too Fast For Their Systems To Keep Up
Find Growth Has Slowed Because They Are At Capacity
Discover Hiring And Managing Staff Has Become A Challenge – Especially Finding Younger Advisors
Are Tired Of Dealing With Small Accounts But Do Not Want To Get Rid Of Them Either
We provide consistent, excellent client service through an ensemble approach. Click Here to learn more about what an ensemble approach is. We have a dedicated investment management team with more than 7 years of GIPS® certified client performance. Unsure of what exactly GIPS® means? Click here. Lastly, owning a large integrated firm drives equity value substantially.
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Our due diligence process is composed of three calls, a home office visit, and ends with a clear discussion of the economics for a partnership or the sale of your business to our firm.