A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most prevalent among these factors is advisor need to escape stifling bureaucracy.

“The platform that makes it easy to do business the way I determine is best for my clients and that helps me build equity value in my practice will be my partner.”

Cobbling together multiple systems from different companies, including corporate RIAs, custodians, asset managers, and software applications is consuming precious time advisors should be spending advising investors. But as trusted stewards of client investment portfolios, the critical operational, administrative, and compliance functions must be completed precisely with great care. Someone must do this time-consuming work, but it does not have to be the advisor personally.

In an earlier post, we discussed the growing interest in fractional shares, especially among investors interested in diversified portfolios with a large number of stocks they might not be able to afford if they had to buy whole shares.

This discussion focuses on taking fractional share ownership to a new level in your practice by using the Freedom Advisors platform to create UMA model portfolios for your clients*.

Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most critical business decisions he would make. Kevin also understood that while he could benefit by outsourcing many of his front and back-office responsibilities to a quality TAMP, he had a fiduciary responsibility to his clients to ensure that they received high-quality support and service for the fees paid.

Strategic merger fueled by financial partner Long Ridge combines two boutique turnkey asset management platforms known for investment excellence and personalized, white-glove service to independent financial advisors.