a Full-Stack Wealth Management EcoSystem
“An eco-system of the right Vendors goes a long ways. It’s a long-term commitment to building a long-lasting business model for investment professionals. This is about creating a foundational infrastructure; where it can be the last stop for any advisor that joins our network.””
THEPARTNERS was formed to break the traditional mold cast by large financial institutions.
We have assembled solid, foundational solutions and have seamlessly integrated the entire offering. Our dedicated support services and technology team, executive consultative team and investment management & research team, assure that you have solid infrastructure at your fingertips.
Advisors are empowered to offer their clients the same high level of service and products they have come to expect without the bureaucracy of a larger organization and all the drawbacks associated with it. Our goal is to help our advisors design and build an independent firm that you and your team can thrive in.
A New Narrative
Our RIA Architectural EcoSystem can help take your independence from an owner and advisor from conception to completion in a single stream.
Less of this
Expenses
Transaction Fees
Client Account Fees
Nonsense
More of this
Net Revenues
Intrinsic Value
Free Cash Flow
Transparency
Freedom
Positive Business Culture
Our EcoSystem of Services
Consulting Services
Advisors can expect processes that will help define goals and engineer framework for true independence.
Our executive team partners with each advisory practice to help them maximize their value.
Integrated Technology
In order to execute advisory functions with maximum efficiency, systems must deliver best in class technology solutions. More importantly, technology must be fully integrated. And a constant standard to insure best in class is systematically maintained.
Investment Solutions
Advisors may choose how to best manage their clients liquid assets. If Advisors decide to outsource, investment solutions must be delivered that rival and surpass large organizations, and surpass expectations.
Compliance
Compliance rules are as important as they are obscure. Outsourcing assures we access a group of industry leaders; that meet the objective doing things right, while enabling advisors to still perform their functions.
Marketing & Design
Having a good marketing message is important, and communicating it effectively, is critical. Intensive promotion of that messaging, in communities of choice, can assure advisors are at top of mind, when money is on the move.
Broker Dealer Affiliate
When needed, it is imperative that advisors can access a broker dealer that agrees there is a clear separation of retail and advisory business.
Insurance Solutions
Holistic Financial Advisors work with clients to assess risk, and utilize insurance solutions as needed. Insurance services must offer outstanding design and underwriting.*
*Insurance products are available through a third party
Support, Transition & Training
Advisors can focus on their core business by accessing solid back and middle office support. A professional and dedicated team assures smooth transition, offers training excellence and provides timely service support.
Succession Planning
Whether in the near term, down the road, or unexpectedly, advisors can be assured they will maximize their business value, because of their relationship with ThePartners.
Our EcoSystem of Vendors
