Join our team and let us do the heavy lifting

Industry Leading Transition Program

Our industry leading Transition Program ensures your move is quick and effortless. We won’t stop until every last client has joined you.

We know making the leap from one firm to another is both daunting and challenging. That’s why we have a full-time dedicated transition team to help you every step of the way.

Receive significant training and planning ahead of time

Thorough planning is critical for a successful transition, and this needs to start weeks in advance of your move
Robust pre-transition planning
Transition best practices and advice
Checklists, Scripts for phone calls, and Clear Timelines

Leverage our Robust Onboarding Platform and Technology

Clients can sign up online or with paper, your choice
Instantly initiate transfers, effortlessly set up and adjust ongoing payments
Track your progress by the minute through your Optimize Dashboard
Onboard and service new clients at the click of a button

Use our Transition SWAT Team

A dedicated Client Service Manager guides you through every step of the onboarding process
A full-time internal Portfolio Manager assists you with every single transition meeting to ensure every client feels properly welcomed
Your Relationship Manager is always available to ensure your transition is a massive success
Our transition team of experienced financial, compliance, technology, and operations professionals literally does not stop until every last one of your clients arrives safe and sound

Let our Superior Client Offering speak for itself

Family Office Platform
Premium Investment Returns
Broad array of in-house and third-party managed portfolio solutions
Pension style Asset Management
Pure no-load fee structure
User-friendly statements and online account access
Bank-level security through our firm and our custodian National Bank (NBIN)

Our Transition Specialists
A.K.A. ‘The SWAT Team’

Our Transition Team includes extremely experienced financial, compliance, technology, and operations professionals who will work tirelessly until every last client has been properly transitioned and is completely comfortable under our Advisor Platform.