• We develop investment and insurance programs for institutions
  
• We grow existing investment and insurance programs
  
• We help build consistent revenue streams for institutions over time
  
• We provide OSJ (Office of Supervisory Jurisdiction) services, business development services, and recruit advisors for your investment program
  
• We streamline your existing benefit programs, and are a one stop resource for your executive and employee benefit programs
  
• We do the benefit leg work to allow you to choose the best programs for you
  
• We provide multiple custodial options and ways to affiliate
  
• We provide money management services and access to multiple third parties
  
• We provide business continuity and succession planning
  
• We provide joint work opportunities with our living library of over 40 advisors
  
• Advisors can brand under their own brand, ours, or both
  

Advisory Services for your Institution

We believe that objective financial guidance is a fundamental need for everyone. We enable our clients (advisors and financial institutions) to focus on what they do best—create personal, long-term client relationships, which are the foundation for turning life’s aspirations into financial realities.