Flexible Advisor Options
To Ensure Seamless
Succession
Maintain your independence while utilizing our resources or get comprehensive succession support. Our partnership options are built for whatever you need.
Ways To Join
Our flexible partnership models provide advisors options on their path to succession.
Full Acquisition - Path To Succesion
For Advisors looking for a client
first approach while capitalizing
on their life's work.
Minority Interest
Keep majority stake and control of
your firm while gaining an infusion
of capital and resource support.
Stay Independent
Utilize Credent Advisor
Solutions platform while you maintain your brand, business, and growth.
Operational Excellence That Supports Your Work
Flexible support options include:
Advanced Investment
Platform
GIPS®-compliant performance with independently audited results that provide verifiable outcomes. GIPS helps clients feel confident they’re getting an honest, standardized view of performance.
Comprehensive Support
Infrastructure
With our full-service technology, compliance, and operational systems, you will never have to worry about updating software or troubleshooting technology again.
Scalable Growth
Platform
Our robust resources and systems are designed to support your practice's growth while maintaining service excellence.