The evolving world of today’s financial advisors
Today’s successful financial advisors are overwhelmingly shifting to a client-centric model versus the traditional investment-centric approach commonly seen in recent decades. A related trend among advisors is the outsourcing of investment management. Outsourcing provides a scalable growth strategy and enables advisors to focus on true business drivers such as new client acquisition and existing client service, while delegating research and investment management to dedicated portfolio managers.
Advisor benefits from outsourcing to ETF Investment Strategists
Who we partner with
Registered Investment Advisors
Large or small
Trade securities through our channels
Estate planners, attorneys, CPAs & other financial professionals