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.

Advisors Assistant

Advisors Assistant® has been the leader in Client Management Software(CRM) since 1985. A powerful marketing tool that increases sales, streamlines office efficiency, and helps you build rapport with clients to keep them from straying to other advisors. Contact Management and Portfolio Management in One Powerful Program. Advisors Assistant’s innovative screens make it very easy to communicate with clients on a regular basis. Also tracks client investments, performance and downloads investment transactions from DST FAN Mail, Fidelity/NFS, LPL, Pershing, TD Ameritrade, Schwab and many others. Choose either the Web Based or the Computer Based Program. FREE 800 Line Support & Updates.

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.