RIAs Free Yourself
Going independent as an RIA gives you the opportunity to keep the fees you earn,
choose the services you would like to offer, and control the business you build.
You can take advantage of your investment skills and have the freedom to choose
the products that will best suit your clients without being limited by a broker-dealer.
We Can Help
Our team helps with back-office functions to assist you in establishing your own
firm, including account setup and account transfers. We are dedicated to providing
you with ongoing customer support as you make your transition.
RIA Tools
Once you have completed the start-up process, look to TradePMR for state-of-the-art
trading tools that can simplify the technical aspect of independent investing. We
provide customized training and assistance to prepare you to use our cutting-edge,
web-based technology.