Summa IQ
There is a new standard of excellence
Distributing alternative investment programs isn't what it used to be. In the wake of the financial crisis we are left with Dodd-Frank, Fiduciary Standard reform, and shifting investor preferences. More and more advisors are embracing fee-based platforms that conform to fiduciary client engagement and which are deeply rooted in financial planning.
We're here to help you engage an advisory community focused on their client's interests so that your programs find the right audience with the right message.
Contact us (button below) to see if we can expand your RIA relationships. We will need to know what you think of our RIA's Perspective...see below.
Dear Sponsor, Know the RIA Perspective:
~Inherent to the ethos of a financial advisor who takes the fiduciary standard seriously is an aversion to product distribution. Increasingly, the services advisors provide are rooted in a narrative of client advocacy, dependent on established infrastructure supporting marketable solutions, and complicated by shifting regulatory requirements.
~Placing product in an RIA context requires a completely different way of thinking about program marketing.
~Transparent and reliable content is now the new currency to advisor adoption. It is your edge.
~We bring you resources that provide advisors visibility into your programs that open doors to long standing relationships.
Contact us and we can discuss how visible your program can become.