Osaic Advisory Services
Experience the best features of an independent advice model, plus expert consultative and operational support, and advanced technology tools to improve efficiencies and foster growth.
Flexibility where you need it
Osaic Advisory Services relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide fee-based advice in your unique way. We provide performance reporting, trading, analytical and CRM solutions typically only accessible to the largest producing advisors in the industry.
Understanding your vision
We believe developing a strong relationship with advisors, one that gives us a true understanding of their vision, is the best way to build a sustainable and enjoyable business.
If you are considering the outsourcing of compliance and technology support of your current RIA, especially if you are operating a state, or multi-state, registered RIA, Osaic Advisory Services can help.
Similarly, if you're looking to make a move from a bank, wirehouse, or existing RIA, but you're unsure of the pros and cons of establishing and running your own RIA, we can guide you on your journey.
Investment management
Osaic relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide advice in your unique way.