Client Advantages of Independent Model
- Build a brand to match client priorities
- Freedom to clearly act in your best interest without limitations
- No obligation to cross-sell any proprietary products
- Access to premium technology
- Choose platform and services that fit clients needs
- Opportunity to control, manage and potentially reduce investment cost
- Access to a multitude of additional investment solutions and research
- Greater flexibility and control of decisions, operations and policies
- Autonomy in managing a business we all can be proud of and you can trust
