Subject Matter Knowledge
Products:
- Diverse and extensive product choices
- Non-proprietary product shelf
- Due diligence and risk management overlay to reduce risk
Advisory Programs:
- Three leading Advisor-directed wrap programs to choose from (Preferred, Prime, Premier)
- Turnkey platform (MF/ETF Advisory Program)
- Next Generation Managed Accounts (xMA®) — 70+ managers and 100+ investment styles
Comprehensive Research:
- Daily Market Briefings
- Research Select List (80+ mutual funds)
- Premium Research Services
- Monthly Market Monitor
- Monthly and Quarterly Market Recap
- Market Commentaries on current investment topics
Advanced Planning Group:
- Tax and legal updates
- Consultations: Wealth transfer retirement funding and distribution business and succession planning
- Written authority and specimen documents
Retirement Plan Solutions
Sales Solution Team:
- Product guidance and solutions
Wealth Management Consulting Team:
- Advisory platform expertise
Divorce Financial Analyst
- Providing guidance and expertise to clients navigating the financial complexities of divorce
Special Needs Placement
Succession Planning
- We partner with you to find a suitable successor for transition due to death, disability or retirement giving peace of mind to your family and clients
Mergers & Acquisitions Support
- This service includes locating potential sellers, tailoring the transition process and securing financing for the acquisition
Charitable Planning
Technology Support, Solutions and Expertise
