Strategic Business Alliances

/Strategic Business Alliances
Strategic Business Alliances 2017-10-13T11:55:00+00:00

Charles Schwab Institutional

Charles Schwab’s institutional advisor services offer robust support and technology for independent advisory firms, allowing them to stay truly independent.

TD Ameritrade Institutional

Unparalleled Leadership and Support for Independent Registered Investment Advisors

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

We are also committed to advocating on behalf of advisors and their clients on important issues. We understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.

Independent Trust Company

Independent Trust Company was founded on the principle of independence. We are not a subsidiary of a bank, broker/dealer, or insurance company. Independent Trust Company answers to its clients. We recognize our survival and growth depend on the continued satisfaction of our customers.

Independent Trust Company concentrates on trust administration. We generally rely on third party financial advisors to manage assets placed in trust with us.

Lyndsey Richard Estate Planning

Lyndsey Richard is an estate planning lawyer who prepares wills, trusts, powers of attorney and advanced medical directives, living wills and other estate planning documents. She also assists with probate and estate administration after someone has passed away.

Red Oak Compliance

Red Oak is a full-service compliance consulting firm helping
broker/dealers, registered investment advisers and hedge funds. They offer a wide range of registration, compliance and audit services. Our deep industry experience, compliance expertise and regulatory knowledge allow us to recommend and implement what best fits your firm’s needs.

Financial Planning Association

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways.

Envestnet – Investment research and managed accounts

A Better Way to Manage Wealth

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Advisor Suite™ gives you the tools to conquer complexity and drive your success.

American Endowment Foundation – Donor advised funds/charitable giving

Founded in 1993, American Endowment Foundation fills a unique role as America’s largest independent donor advised fund program – a national, public charity. Since its founding in 1993, AEFs’ donors and their advisors have appreciated its independence from any sponsoring financial services firm or charity. The only people or organizations that benefit from donor advised funds at AEF are the donors, in partnership with their advisors, and the charities that donors support through their donor advised fund.

Our independence gives us the ability to offer a conflict-free platform for your charitable giving – free of agendas (programmatic, geographic, religious, investment, or succession). Our independence also allows us to singularly focus on what we do best – deliver highly personalized service and administration.

Pro Asset Protection

As an Asset Protection lawyer, Ike’s primary concerns are related to all litigation, professional liability and estate planning exposures. Using a holistic approach however, he finds any preventable source of loss, risk or exposure unacceptable.

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