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. We understand that you don’t want to work with a large company where you’re likely to get lost in the shuffle. You have a partner who is in it for the long haul. Supporting you. Guiding you. Working as hard as you to help you achieve your goals.
Who do you want on your team? It’s your move.
There is a reason The Investment Center is an eight-time winner of Investment Advisor’s Magazine’s Broker/Dealer of the year – we offer a level of personalized service that most larger firms cannot provide. By joining The Investment Center an advisor has full access to a diverse team of highly accomplished experts in our field, including finance, marketing, technology, and practice management.
Our approach gives our advisors the flexibility to run their business the way they choose. Because we refrain from offering proprietary products, our advisors are free to choose from a broad range of traditional brokerage products, mutual funds, insurance products and fee-based solutions. Our product selection coupled with an infrastructure designed to meet an advisor’s needs in a timely manner, ultimately results in an enhanced advisor-client relationship.
Our practice management experts offer proven strategies in client acquisition and retention to help our advisors reach their specific goals and objectives.
Discover what is possible when the focus of an award-winning company is on you.
We embrace the opportunity to discuss how an affiliation with The Investment Center can benefit your practice. Please take a moment to submit your contact information below so that we can arrange a mutually convenient time to talk or call Bryan Gilrane, Director of Business Development and Advisor Relations at (888) 868-4809.
Discover what is possible when the focus of an award-winning company is YOU.