Going Independent

Information, Resources, and Insights for Independent RIAs

The TradePMR Story

How an Easter basket filled with conference swag sparked Robb Baldwin’s entrepreneurial journey and led him to build a business focused first on relationships.

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RIA Spotlight: Stuart Ashwood, 4 Points Advisors

We wanted to build a company that served the needs of investors – who wanted to get financial advice, invest in the most efficient and appropriate way for them, not just to be sold a product or be another number at a large wire house.

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