Unlike our competition, we ONLY work with independent registered investment advisory firms. While they attempt to onboard hundreds of BD and insurance reps, we only bring on a handful of new clients each month. The right ones. What does this mean to you?
Single Point of Contact
You'll work directly with owner, Matt Peterson, as your personal project manager.
Matt has been helping independent financial advisors since 2004.
We know the meaning of 'fiduciary' and how important it is to your clients.
Less clients within a niche market, means better support to you.
We're not afraid to state our opinion and give out needed vendor recommendations.
We've seen the trends. We use the latest best-in-class responsive technology.