Many advisors, including those at independent broker-dealers (IBDs), need more freedom to run their business the way they want - and serve their clients better.  We have helped advisors move to our (RIA) model and they have established a hybrid practice.*

 

Hybrid advisors can have acess to flexible tools and resources that give them the best of both worlds.

 

Technology that mets the needs of advisors - and clients

 

One of the great things about the RIA model is that you get to pick and choose the different technology packages that you want to use for your clients, that best fits your clients needs.

 

Technology aside from the robust platform, reasearch, analytical reports, and marketing support with TGA,  will be an RIA that can accomodate your business decisions.  TGA learns to understand your business and we will fulfill them.

 

Building more opportunity for our IARs and their clients though an established RIA can be the best model to serve clients needs and you will be able to control the outcome of your practice and your clients performance.

 

Most IARs state, "The only thing their upset about is that they didn't do this sooner."

 

Most become IARs because this is the thing of the future.  The value being created is the first and foremost for thier clients.  IARs will be able to execute better, and have better inventory and better access to different markets.

 

Economically, IARs are creating value for their practice.

 

Freedom from compliance restrictions - As an IAR with us, since compliance is part of our best practice, we can outsource this in a very cost effective way.

 

• Benefits of working with an existing RIA

• Flexibility to choose powerful technology

• Increased value and potential economi opportunity

• Helpful compliance tools and resources

• Fewer restrictions on how they serve clients

• Mimize or avoid conflicts-of-interest

• Low cost solutions to meet the current demand

 

TGA Capital Management can help make the transition seemless.

 

The conversion can sometimes experince less than 3 1/2 weeks

With us you have a back-office that you can outsource and includes;

 

Technology

reporting

compliance

24/7 website access

Open Platform

Research

Client Proposal Center

Full or modular client financial plans

Banking/Mortgage services

Plan Adminstration Services

NO-load Insurance services

 

Our opinion, for those that are thinking of becoming or wanting to profess as an IAR is, don't be afraid.  Clients will follow you, because it is in their best interest to conduct their financial concenrs with an IAR, and a "Fiduciary RIA."

 

Find out how to get more freedom and contact us today.