Advisor Advantage. Fee only or fee focused solutions for independence

Transcription

1 Advisor Advantage Fee only or fee focused solutions for independence

2 Offering intelligent flexibility to the independent advisor for their business

3 Advisor Advantage is an inclusive approach to delivering service and support, including: An extensive product menu and custodian choices Sophisticated and integrated technology options Strategies for organic growth as well as recruiting and acquisitions A smart approach to service and support customizable to your business model Your choice for dual registration or no FINRA registration

4 Advisor Advantage does the heavy lifting so the independent advisor can focus on delivering advice to their clients, their way, by: Providing ease of doing business Alleviating compliance liability Leveraging technology options Advisor Advantage brings together a network of like-minded professionals

5 Advisor Advantage Advisor Advantage serves independent advisors with fee focused or fee only business models and supports independent advisors in the process of transforming their business from fee focused to fee only. Fee Focused Fee Only Clearing Firm/Custody Access Clearing Firm/Custody Access Third-party Manager Access Third-party Manager Access Full E&O Coverage Full E&O Coverage IAR Affiliation CIRA IAR Affiliation CIRA Relationship Agreement Relationship Agreement Client Advisory Agreement Corporate RIA Cambridge Events, Programs, Services, and Featured Solutions Access (CLIC, CLIC Advisor, WealthPort ) Product Management (Managing VA Sub-accounts) Fixed Indexed Annuities or Group Annuities Client Advisory Agreement Corporate RIA Cambridge Events, Programs, Services, and Featured Solutions Access (CLIC, CLIC Advisor, WealthPort Product Management (Managing VA Sub-accounts) Fixed Indexed Annuities or Group Annuities Direct Commissionable Business Access X Direct Commissionable Business Access Product Sales (Selling Agent on VA or AI) X Product Sales (Selling Agent on VA or AI)

6 Freedom of Choice for the Advisor Comprehensive Wealth Management Advisor-directed Models Enterprise-directed Models CAAP Strategist-directed Separately Managed Accounts Unified Managed Accounts Cambridge WealthPort Experience a flexible managed account solution designed to meet the unique needs of an advisor s business model no matter how the advisor chooses to engage with their clients. Created to evolve with the industry, WealthPort offers both customization and efficiency, allowing the advisor to focus on their role as a trusted advisor to their clients. WealthPort is the next generation managed account experience, available only from The Fee Experts as a comprehensive wrap that includes proposals, models, trading, and research. Customizable Services for a Wide Variety of Advisor Business Models Solo Advisor Ensembles of two to 10 advisors working as a multi-advisor organization Ensemble Enterprises of 10 or more advisors working as a multi-advisor organization Multi-advisor Teams of two to 35 advisors sharing expenses and collaborating Enterprises of 36 or more advisors

7 Cambridge Financial Solutions Advice solutions WealthPort Fee focused and/or commission based Fiduciary Services and Retirement Center Growth solutions Succession and acquisition planning Cambridge Source Client Solutions, coaching and practice management, compliance and operations services Technology solutions CLIC and CLIC Advisor Cambridge Nation Digital marketing and communications for the advisor and their clients Solutions for independence Dual registration or no securities registration Corporate RIA or independent RIA Specialized Services The Fee Experts is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers. Advisor Advantage is a registered trademark for Cambridge. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR

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