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Trust Services made specifically for the independent financial advisor are growing in demand and need. Our partner companies promote transparency, collaboration and are open book. Our trust services resource partners provide only the trust services themselves and are not involved in managing money so you can remain confident that their independence protects yours.
Maintaining proper compliance procedures are essential to running your RIA business. Our compliance and fiduciary resource partners provide consultations, tools, training and a compliance community for registered investment advisor firms. For the new investment advisor, many firms offer a turn-key system that guide you in structuring your firm's investment advisory programs and preparing your investment advisor registration.
Custodial options and services are changing rapidly. Our custodial resource partners provide services to independent RIA's offering excellent value along with personal and flexible service models that custody their clients assets. In today's business environment, where the behemoth custodians are merging, it's good to know that there are independent custodians offering the latest advances in technology and services to help the independent RIA's across the country for their custodial needs.
Just like any business, the financial advisory industry is replete with rules, guidelines and legal mandates that require an advisor's serious attention. Fortunately, many of these needed legal necessities can be outsourced to dedicated legal professionals who specialize in assisting financial advisors. Our legal services resource partners provide assistance with corporate governance matters, executive issues and compensation, contract drafting, review, and negotiation, mergers and acquisitions, arbitration and mediation, and many more.
Please take a few minutes to review our resource partners and feel free to contact them to get answers to your questions regarding their products or services.