Our suite of World-Class Insurance and Investment Products have been selected to provide Financial Advisors unique opportunities to deliver value to their clients and prospects while differentiating themselves from any other advisor in their community.
We partner with the best Insurance Marketing Organization in the country to provide our advisors access to the leading annuity products from over 70 Insurance Companies.
Our software suite will allow our team to find the best product for each unique case. You can also use our custom calculators to show your prospects the reasons to include an annuity in their portfolio.
We select from over 50 of the premier Insurance Companies to provide you the best Life Insurance solutions on the market.
Whether you are looking to use Life Insurance for Tax-Free Retirement Income, Estate Planning, Final Expense Costs, or Living Benefits, our team of experts are sure to provide you the most optimal solutions for your prospects.
Many Financial Advisors have moved from using mutual funds to lower cost ETFs. Our selection of ETFs are sure to add Alpha to your portfolio.
Whether you are looking for Fixed Income, Equities, or Alternative Investments, our selection of ETFs are brought to you by asset managers of the highest pedigree and are distributed through our platform.
When we add a mutual fund to our platform, you can bet there is an exciting story behind it.
Learn more about our Mutual Funds and how to position them with your clients to gain assets from your competitors using a simple 90 second story.
Do you watch Shark Tank on TV?
Now that it is on just about every night, how many of your clients watch it as well?
Use the success of Shark Tank to position our fully liquid ’40 Act Venture Capital Mutual Fund with your prospects and easily gain assets from your competition.
Custom RIA Solutions
Whether you are looking to improve your performance, lower your portfolio costs, increase your tech stack, or outsource your compliance, our Custom RIA Solutions are sure to help your practice.
Select from our menu of options, or allow us to custom build a solution for you. Our solutions will have you on your way to attracting more assets that you ever have before.
While Private Equity has proven its ability to add Alpha to your clients portfolios, most average investors have had little or no exposure to this asset class due to “Accredited Only” illiquid programs.
Our ’40 Act Daily Liquid Mutual Fund will allows you to provide this sector to your clients while maintaining the ability to liquidate the assets when you feel the time is right. Use this unique offering to win assets in your community.
Private Wealth Management
While there are many choices of “money managers” on the market, only a select group could have the pedigree required to gain our confidence.
Our team has cut its teeth by directly managing over $400 Billion of assets for one of the worlds greatest investment companies.
For the first time, this team is available to work directly with you and your clients and position your firm in a “league of its own” when compared to your competition.
Our proprietary suite of SMAs is managed by a team with a very attractive track record.
Not only will the team manage the portfolios but they will also interact with you and your clients to close more business. Nowhere will you find direct access to money managers like this.
Our SMA’s offer much more than Vanilla, Chocolate, and Twist. You now will have access to solutions your clients need in the current stock market and interest rate environment.