Partners

Shareholders Service Group

Shareholders Service Group provides a wide array of service, support and resources to help manage independent advisory practices. Services span from client service teams to help manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, reporting and investment research.

Stutland Volatility Group

Stutland Volatility Group provides option, concentrated position and diversified portfolio strategy consulting services to institutions, family offices and advisors seeking direction on overlay investment strategies. Stutland Volatility Group also provides comprehensive portfolio analysis and option overlay strategies for individuals who wish to take advantage of market changes in volatility.

Total Rebalance Expert (TRX)

Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation). TRX is revolutionizing the way advisors do business by automating the rebalancing process through advanced technology. The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.