Scalable. Salable. Available.

Advanced Planning Team Support.

Your financial advisors can leverage our experienced and credentialed staff of portfolio managers and fiduciary officers for complex planning cases. In conjunction with your clients’ attorneys and tax professionals, our staff attorneys, trust officers, and Chartered Financial Analyst^® charterholders provide support for:

• Complex investment cases
• Institutional requests for proposals
• Trust and estate planning
• Wealth transfer strategies
• Charitable gifting and philanthropy

National Wholesaling Team.

Your financial advisors will have access to a team of regional wholesalers, an advanced planning team, portfolio managers, and trust officers to assist in expanding their wealth management practices.

Practice Management Education Tools.

We support your financial advisors through a suite of on-demand practice management whitepapers focused on the importance of fee-based investment management and the added value of trust and estate planning services.

Market Outlook Newsletters and Webinars.

Keeping your financial advisors up to date on our investment outlook and activity is a key part of our business offering. We provide a quarterly market update newsletter, including our popular forecast edition at the beginning of each year. We also provide your financial advisors with the opportunity to participate in live webinars, during which our portfolio management team reviews current conditions, outlook, and strategy.

Public Speakers.

Our team of credentialed, experienced portfolio managers and fiduciary officers are ready to support your financial advisors by speaking at seminars or client appreciation events on the following topics:

• Market and economic outlook
• Estate planning basics
• Potential family benefits from a trust
• Charitable gifting strategies