Search
× Search

Announcements

We are committed to keeping you up to date with latest news and valuable resource.

 
 
Integrated Advisors Network Celebrates 5-Year Anniversary
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Celebrates 5-Year Anniversary

Empowering Advisors with an Integrated Platform of Extraordinary Investment Capabilities and Unparalleled Operational Support

INTEGRATED ADVISORS NETWORK CELEBRATES 5-YEAR ANNIVERSARY

Empowering Advisors with an Integrated Platform of Extraordinary Investment Capabilities and Unparalleled Operational Support

Integrated Advisors Network, and SEC-Registered Investment Adviser offering a “supported independence” business model to 33 advisory practices nationwide, over 55 Investment Advisor Representatives and over $1.7 Billion in AUM is proud to celebrate its 5-Year Anniversary on July 15th.
 

Jeff Groves, Chief Executive Officer and co-founder of Integrated Advisors Network said:

“Our focus has always been to provide a unique “supported independence” model for advisers to run their own business. We’ve never lost sight of the fact that by offering scalable resources through a dedicated partnership, we enable financial advisers to enhance their investment offerings, attract new clients and accelerate business growth with institutional-quality investment products.”
 

Linda Pix, Chief Business Development Officer and co-founder of Integrated Advisors Network said:

"We are very proud of what has been built to add value for the advisors on our platform, including the annual Advisor Summit that connects our network advisors and industry partners, which has successfully proven to build many new and lasting relationships. Our most recent initiative has been the build out of our Advisor Portal which is home to our Integrated Alliance Program (with over 60 participating partner firms), the Industry Events Calendar (exclusive access for registration to regional, national and virtual events) and the Integrated Exchange (our online forum to share best practices within in Integrated community).”

 

Michael Young, President of Integrated Advisors Network said:

“What has been most rewarding for me has been helping firms be prepared for success from the very first day they join us. For example, when an advisory firm joins our network, we provide them with their own private cloud environment. This enables all of our advisory firms and their employees can securely log on to their custom cloud for instant access to all of their applications, data, and email at all times from home or wherever they happen to be located. This has been extremely beneficial for them to work independently, efficiently, and securely.”
 

Integrated Advisors Network offers its adviser practices and their teams:

  • Real Independence. Advisors build and retain 100% of the equity of their practice by contractually giving them control of client relationships/data. Advisors create their firm identity by operating under their own business name (DBA) that includes disclosures and agreements customized only to their practice. Advisors can add structure to their practice by adding other advisory practices or just other individual advisers with or without an override. An added attraction is that the Integrated platform becomes a selling point to attract other firms/advisers.
     
  • Complete/Flexible Platform. We have an open architecture platform that allows advisors to choose their own investments, strategies, and portfolio service providers. Through our strategic business alliances, we provide a best-of-breed turnkey technology and mid/back office support. The variety of available services provides economy of scale to all of our Member Advisor teams regardless of size thus opening up a host of other avenues for Member Advisors to expand service offerings and grow their business.
     
  • Firm But Fair Compliance. Through affiliation with our sister firm, Compliance Works Inc., we have an experienced proactive in-house compliance department that specializes in common sense compliance solutions that protects member IARs and minimizes the busy work created by over-regimented compliance programs often experienced in other firms.  Integrated Advisors is the only firm of its type that has a viable compliance consulting/outsourcing firm riding in the navigator’s seat.
     
  • Transition Expertise. We will help you along with your custodian by coaching the set up for the transition and then work with the transitioning adviser to minimize client service interruptions and smooth the transition process. Our new Member Advisors do not bear the administrative burden of a transition. An efficient transition allows our Advisors to communicate with their clients while Integrated handles the administrative work in order to rapidly move an advisory practice from the transition stage to focusing on growth and working with current clients.

 

About Integrated Advisors Network 

Integrated Advisors Network is an SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities of running a business. Through our strategic business alliances, we provide an integrated back-office technology and services platform that allows advisors to establish their personally branded investment adviser practice while leveraging the benefits of shared cost. We have created a unique and flexible environment that supports advisors during and after their transition to independence and allows them to do what they do best: service their clients.

For more information on these advisors and other advisor announcements, visit: https://integratedadvisorsnetwork.com/Insights/Blog

To view the Integrated Advisors Network map, visit: https://integratedadvisorsnetwork.com/Our-Network

Find out more about how Integrated Advisors Network can help define your future. For more information call 855-729-4222 or visit http://integratedadvisorsnetwork.com/

For media inquiries, please contact Bill McGuire at 973-216-4152 or bill@wmmcguire.com

Print
134

Theme picker

75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
Terms Of UsePrivacy StatementCopyright 2020 by Integrated Advisors Network, LLC.
Back To Top