What is an RIA?
A registered investment advisor is a professional advisory firm that offers tailored financial advice and portfolio management to affluent clients.
What does RIA mean to you?
It means you get to work with a firm capable of assisting you in all of your financial needs, while providing unbiased advice tailored to your specific goals. This is why investors are choosing to work with RIAs more than ever.
TOP REASONS FOR CHOOSING AN RIA
Advisors that work at RIAs have a fiduciary duty to their clients, which means he or she has a legal obligation to provide appropriate advice and always act in your and your family’s best interest.
TRANSPARENT AND SIMPLE FEE STRUCTURE
With an RIA, you pay an asset-based fee for advice and portfolio management that aligns your interest with your advisor’s - when you succeed, your advisor succeeds.
TAILORED FINANCIAL ADVICE
RIAs will take into account your whole financial situation to make sure the management of your portfolio aligns with your goals, estate and tax planning strategies, and risk tolerance.
A DIFFERENT KIND OF RELATIONSHIP
RIAs are typically owned and operated by the advisors of the firm. This means they will form close relationships with their clients and have a strong sense of accountability.
YOU KNOW WHERE YOUR MONEY IS HELD
RIAs frequently use institutional custodians to safeguard client assets. These third party custodians allow advisors to act completely independently, providing the best services without any possible conflict of interest.