In order to provide our advisors access to some of the best minds in the industry when providing solutions for their clients, we have selected an elite group of professional organizations to partner with. These industry leaders have the sophisticated processes in place affording them the opportunity to provide this level of service.
Rochdale Investment Management has more than 20 years of experience providing private clients with personal portfolio management. Headquartered in New York City with offices nationwide, 85 employees, and $2.7 billion in assets under management, Rochdale has a tradition of partnering with Advisors to deliver integrity, intelligence, and innovation in investment management. Please click here for more information on the private client services of Rochdale. (C – PDF file)
Ash Brokerage was founded in 1971 with a vision to become the premier outsourcing partner for insurance agents, financial advisors, registered representatives and career agents operating under two simple, yet effective practices: Service and Relationships. They have offices coast to coast to provide our financial professionals with everything they need to simply their business and build strong relationships with their clients. It is the emphasis of Ash Brokerage to provide advisors and their clients with exceptional service, expert knowledge and innovative solutions.
Methuselah is a comprehensive financial planning software program created by leading estate planning and financial professionals. Its dynamic interface encourages interaction between clients and advisors to help create a comprehensive plan, or focus on individual areas. Full color reports provide easy-to-understand illustrations for strategy sessions with clients and, if needed, their attorney or CPA.
Kidder Benefits Consultants, Inc. (KBC) is a full service and independent qualified retirement plan consulting, administration, and investment firm headquartered in West Des Moines, Iowa. As the premier specialist in much of the country for retirement plan services, KBC is committed to finding and implementing tailor-made solutions that satisfy specific needs. KBC does not represent any particular plan, concept or funding method, positioning them to design a program that achieves individual objectives specific to each client.
Be the "Go-To advisor" for your clients. The FutureSystem(tm) Planning Process provides a revolutionary framework for you and your clients to make wealth management decisions. This "lifestyle allocation" tool and methodology facilitates the coordination of your client's lifestyle to their financial assets.
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Rochdale
Ash Brokerage
FutureSystem™