Broker Check

ALTERNATIVE ADVISOR PROGRAM (A2)

Investor interest in their ability to hold non-traditional assets within their retirement account, has grown substantially in recent years and is expected to show strong continued growing in the future. Advisors who do not have a solution for their clients interested in non-traditional assets will most likely experience erosion in their firm’s growth over time.

Freedom Wealth Advisors has developed a comprehensive outsourcing program to provide registered investment advisors, wealth managers, and family offices with an efficient means of handling the logistics, providing technical guidance to advisors, and the client services needed to meet client demands for non-traditional investments.

The A2 Program is highly customizable, providing an efficient means of satisfying the needs of clients, without having to hire additional staff, have your staff take a number of technical classes, or incur excessive costs unnecessarily. It will also provide you with liability management and create an improved client experience.

Please give us a call anytime to discuss how we can provide the services needed for both the advisor as well as clients, in an efficient and effective manner. Our services will provide the logistics, technical control and program flexibility to help your existing clients as well as the ability to attract new HNW clients by offering a solution to this rapidly growing segment of financial management.

PROGRAM BENEFITS

  • Free up your time.  We understand that you want to spend your time growing your business and structuring your clients’wealth. Our service complements your offering,reducing the time and regulatory risk associated with investment management of non-traditional investments.
  • Client Retention.  Open up new channels of investment opportunities for your clients. Strengthen client relationships, open the door to bringing in additional AUM, and possibly generate referral business.
  • Revenue Attraction.  Collaborate with us to enhance customer value and increase revenue. We advise on mapping out new strategies that can increase revenue. 
  • Expertise. Leverage and benefit from the skills and knowledge of Freedom Wealth Advisors, including our extensive network with accountants and attorneys. 
  • Liability Management. Responsibility, accountability and transparency are provided.  We will conduct compliance oversight for the non-traditional investments.
  • Education.  We will collaborate with you on:
    •  Investment concepts and potential opportunities with current or prospective clients.
    •  Education and training of the Self Directed IRA  rules and regulations.
    • Speaking engagements for your clients, colleagues, and centers of influence.
  • Custodian.  We have strategic alliances with a number of different custodians that provide a variety of different levels of service at  different cost levels.