For Advisors

Whether you're an IAR looking for a new home or an RIA that wants to outsource as much as you can, Wealthspan may be just what you're looking for. We try to remove every non-client-facing activity for you to free up your time, so you make more money or take more time off.

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How We Serve Advisors

Asset mangement

At the core of what we do and who we are is asset management. We build and manage models to meet the risk/return expectations of your clients. We primarily use ETFs and individual equities to create our low-cost, risk-managed portfolios.

financial planning

Financial planning is really important in the value-offer that we bring to clients, but it can take a lot of time and isn't a real revenue-generating activity for you. We provide out-sourced financial planning so you can hand that off to us and spend more time with your clients.

technology

We have a great technology offering that helps you stay on top of your book of business as well as provide a great client portal that is private-labeled to your firm. This makes it easy for you and your clients to see performance, history, transactions, statements, and a document vault for secure file sharing.

back-office

We handle all of the back-office tasks so you can spend more time with clients and less time solving NIGOs. We provide trading, billing, cashiering, business processing, and anything else that helps you add new clients and serve existing clients with the white-glove level service you deserve.

Custom Risk-Managed Models &
No Proprietary Products

In order to stand out from the crowd of Modern Portfolio Theory advisors, you need to have something new. But it can't be too complicated or too technical for your clients to understand. You also have to deploy risk management to help clients remain invested through choppy market environments.

However, proprietary products are NOT the way to accomplish this. We've seen far too often how expensive proprietary products have been used in model portfolios to give the impression of lower cost, but are often filled with conflicts of interest and abuses of the fiduciary, best-interest standard that investment advisors are directed to uphold.

We offer time-tested, market-tested models that help clients achieve their long-term goals. We also incorporate other third-party managers into the mix to allow advisors to create a custom solution for their clients, no matter the need.

There is a better way - an honest way to serve clients well with integrity.

That's the Wealthspan Way.

TM

GROW YOUR BOOK

With less time spent on non-client-facing activities, you're freed up to bring on new clients, serve existing clients well, and play more golf (if that's what you want to do with all the freed up time).