Thinking about going independent but not sure where to start?

Breaking away to launch your own EAM or FO is an exciting move—but it’s also a big one. It takes thoughtful preparation and the right partner. That’s where we come in. We’ve seen dozens of business models and know the market well.

We help you scale while staying in control. We help you in deciding on the right setup and implementing it.

We can act as your Virtual Team—a trusted extension of your practice that operates in the background while you lead the way.

Here’s how we support you, based on your goals:

• Strategic and business case planning

• Business model vetting

• Guidance on developing your roadmap

• Design custom-fit investment solutions

• Support with shaping your client experience

• Seamless, behind-the-scenes support