– The combination of stellar client service and purposeful marketing drive client satisfaction and client acquisition

– Our structured high-touch service model helps our advisors develop meaningful relationship with our clients

– Our multiapproach marketing strategy using a combination of client centric events, referral harvesting, educational seminars, webinars, social media, blogs have been key to our associated advisors’ growth

– With RetirementBuilder, our fee-based trading platform, you’ll have trading access your clients’ held away accounts suchs as IRAs, 401Ks, 403Bs. 

– To ACAT or to not ACAT? The technology behind our trading platform enables our Wealth Advisors to trade, rebalance or reallocate your clients’ investments based on their financial goals, risk profile and time horizon. As such, you can manage your clients’ assets in held-away accounts or at one of our custodians. 

– RetirementBuilder is consistent with MRA’s Private Wealth Advice Program in which clients pay an annual investment advisory fee ranging from 0.40% to 1.50% based on assets under management.

– Automated risk profile questionnaire enables you and your clients to select a portfolio based on their investment needs

– Automatic portfolio rebalancing

– Powerful tax harvesting tools

– Fractional shares

– Digital ACATs and ACHs which can be managed by you or the client with a few clicks

– Flexible account billing

– Paperless statements and tax reports

– Performance reporting

– Online meeting scheduler

– Streamlined screen sharing and video calls software

– Integrated CRM, marketing, business analytics, planning, compliance and investment platform