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Our Difference

Culture

We’re a privately owned company fully dedicated to the success of our advisors. We’re large enough to deliver a robust set of services, yet small enough to structure our suite of offerings around the specific needs of your practice. There are no one-size-fits-all solutions here — just a team focused on making sure you have the full support you need every step of the way.

Service

Our deliberate approach to growth has allowed us to maintain a “small firm” feel for our advisors. Whether you have questions or need a quick response, you’ll always have access to people who have an understanding of your business and who have the authority to make decisions to quickly resolve any issue you’re facing.

Support

Regardless of the reason, you’ll always be able to pick up the phone and speak to a person. When you call you’re not just a number, you’re a valued client running a practice that has very specific needs. Our home office staff has the experience to understand and respond to those needs.

Response Time

When you need an answer, every second counts. We pride ourselves on having some of the shortest response times in the industry. After all, we know that your client relationships depend on it.

Independence

Like you, we’re entrepreneurs by nature. So we understand that you don’t want to work with a large company where you’re likely to get lost in the shuffle. Our entrepreneurial focus has helped drive 30 years of success as we continue to provide products and services designed to support our advisors.

"Our principal goal is to provide you with everything you need to put your clients first and manage your business well, because our success starts with yours."

- Ralph DeVito, President & CEO

A dedicated team that supports your practice

Our lengthy employee tenure is an indication that we enjoy coming to work each day.  A positive work experience yields work pride and that translates into great relationships with our advisors.  Our home office makeup is comprised as follows:

  • 38 home office employees, a 1:7 home office-to-advisor ratio.
  • Excluding our president (who has been with us since the 1986 inception) our executive management team has been with us for an average of 15 years.
  • Operations manager’s average tenure of 14 years or more.
    • Average employee tenure is 8 years.