Align your business interests with best interests of your advisors

The notion of a company offering investors and advisers greater independence and transparency has become more important in lieu of the current market mood and recent events in the financial markets. ‘Brokerage as usual’ is simply not enough to meet clients’ needs today

Freedom To Focus

For advisors independence comes with a heavy price – namely in taking risks and having to face complexities. However Ideal Advisors negates these problems and offers very attractive solutions. Advisors wishing to set up their own business do not have to worry about finding an attractive office space, setting up technology or having to battle compliance issues or handling legalities. Ideal Advisors handles all these issues and more, with no cost. That leaves the advisor to focus on clients from day one, without having to lose any time to battle with issues in setting up their business.

A New Opportunity

Many companies are still stuck with an archaic, complex and deeply conflicted business models. Ideal Advisors is aware of the shortcomings of these handicaps. Wherever you are today, Ideal provides the opportunity to make a seamless transition from where you are now to independence. Ideal Advisors will support you in all aspects and enhance your business proposition. The approach here is to not enrich the firm with measures of profitability but to add value to yourself and to your clients.

True Autonomy

As an Ideal advisor, you will manage your own clients and portfolios, and have strategic input in the company itself. Our advisors will:

  • Be equity owners as well as receive the benefits of being employees
  • Own a significant percentage of the business
  • Have an active voice in the strategic direction of the firm
  • Enjoy improved home economy as a result of growth

What We Offer

Ownership & Succession

  • Equity ownership
  • Succession planning

Infrastructure & Technology

  • Office space
  • Systems, HR, accounting, legal and compliance support
  • Advanced technology solutions

Platform & Services

  • Open architecture
  • High-level relationships
  • Internal and external research
  • Transition support
  • Start-up costs
  • Client stability
  • Litigation team

Embrace Change

Times are changing rapidly and most ways are becoming outdated. It is crucial to keep up with current times and have a clear vision of the future. The recent financial crisis has shaken what was left of the confidence in old school Wall Street brokerage firms. Advisors who remain with the old business models will not be able to cater to their clients’ needs fully, leading to deteriorating quality of their reputation and declining brand value.

We can take you forward. Contact Us Today