Are you a financial advisor looking for a new firm, or just wondering what else is out there? Are you interested in more flexibility, better payouts and a firm that adds demonstrable value to both your and your clients’ business?
Solutions for the evolving needs of advisors and their clients.
We’ve developed a robust financial platform that serves the current and evolving needs of advisors and their clients. The modern economy and ever changing market conditions provide opportunities for advisors to be able to offer both traditional solutions, as well as alternative and highly differentiated investment solutions, to adequately meet client goals and expectations.
We have access to traditional equity and fixed income strategies, asset allocation portfolios, limited partnerships, private placements, hedge funds, and other alternatives that are increasingly part of a well-diversified client portfolio. We own our entities, which have the registrations and approvals to bring almost any appropriate and suitable solution to our clients and the technology to keep business moving, organized and transparent to provide the best overall client experience.
Leveraging best-in-class technology to meet the needs of our advisors.
We offer the ability to leverage our entire platform, which includes a dedicated transition team, full-time compliance and operations, as well as access to our best-in-class products/technology suites and integration with only the pieces you need.
Advisors with their own RIA can leverage the broker-dealer solution only with the appropriate oversight that FINRA and the SEC require. If you’re considering the start of your own entity, the Alden team can provide guidance to help navigate the compliance and legal landscape. Lastly, we’re always open to new ways to work together and would be happy to discuss other opportunities.