Evaluating Features and Options
When it comes to investment management and practice support, you have options, yet not all choices are equal. RIA+ provides customization across three tiers of service and capabilities that amplify your firm’s strengths.
1. Continuity and Succession: Peace of Mind for Advisors and Clients
RIA+ continuity and succession planning provides turnkey blueprints crafted by an experienced team. Planning that may take advisors years and thousands to build solo. We help coordinate seamless leadership transitions, client service continuity, and account for unexpected events so you can reduce your risk and rest easy.
Continuity Planning. A straightforward, contingent, revocable continuity structure gives your clients and prospects peace of mind, aims to address regulatory requirements, and helps your family financially if you pass away prematurely or lose your ability to work.
Succession Planning. The decision to retire may seem sudden, but successfully completing the process takes 3 to 5 years of preparation. Our solutions seek to equip you for this transition ahead of time, providing the framework for retirement while allowing you to maintain autonomy until you decide when timing is right.
Peter McGratty, Director of RIA Development
2. Competitive Edge: Making Small Firms More Competitive
Our Core and Full-Service Access options equip emerging RIAs with institutional-grade solutions. Best suited for firms >$300MM in AUM, Competitive Edge gives you immediate and enhanced capabilities with sophisticated research, investments, operations and compliance tools.
Peter McGratty, Director of RIA Development
3. OCIO: Helping Larger Firms Add Value
Leverage our asset allocation research and manager due diligence to add value to your offerings. These services can be private-labeled to accentuate your firm’s brand. Additionally, we facilitate access to asset managers and specialized public/private strategies designed for attracting and serving more higher-net-worth investors.
Matt Andrulot, Managing Director Verdence/RIA+
4. Taking Action, or Not: It’s a Choice
It is becoming more competitive and increasingly difficult to differentiate your firm. Without the solutions we offer, you may be left with three options:
- build your own platform, investing the significant time and money required to do so
- narrow your target client niche to more, but smaller, less sophisticated clients who will compete for your time and attention
- risk failing to grow and maximize your potential
Leo Kelly, Partner, CEO
It’s time to grow. Contact us today!
