Our role is to provide the environment and resources for your practice so you can provide the best possible service to your clients. We deliver more so you can deliver more. You benefit and your clients benefit. Have you reached a plateau? Have you thought how you can break out and achieve the next level in your practice?
A team of skilled professionals working together and taking advantage of each other's strengths is not only an effective way to grow but it's a lot more fun. Tired of being dictated to? Are you looking for independence? With our independent RIA you have access to the investment firms and asset managers that best serve your clients.
A team of skilled professionals working together and taking advantage of each other's strengths is not only an effective way to grow but it's a lot more fun. Tired of being dictated to? Are you looking for independence? With our independent RIA you have access to the investment firms and asset managers that best serve your clients.
Services
As an independent Registered Investment Advisor, TPFG is partnered with two of the industry's leading custodians, TD Ameritrade and Charles Schwab, to serve our advisors and their clients with the best programs and platforms to manage their assets.
In addition to partnering with TD and Schwab, we are supported by Securities America for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.To top it off, our advisors utilize Black Diamond-an industry leader in technology, data aggregation and performance reporting-to deliver an incredible client experience when reviewing their portfolio.
In addition to partnering with TD and Schwab, we are supported by Securities America for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.To top it off, our advisors utilize Black Diamond-an industry leader in technology, data aggregation and performance reporting-to deliver an incredible client experience when reviewing their portfolio.
We made the transition to an RIA for a number of reasons. To an advisor looking to join one of our teams, The Patriot Financial Group RIA model is an attractive solution for those looking for more comprehensive and complex strategies.
Freedom - As fiduciaries for our clients, an RIA practice allows The Patriot Financial Group to operate in the most autonomous way and allows them to establish their business practice to best meet the needs of their clients.These practices include making flexible investment policies, implementing fee structures, and conducting outside business interests.
Freedom - As fiduciaries for our clients, an RIA practice allows The Patriot Financial Group to operate in the most autonomous way and allows them to establish their business practice to best meet the needs of their clients.These practices include making flexible investment policies, implementing fee structures, and conducting outside business interests.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through The Patriot Financial Group. The Patriot Financial Group and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell any security or products that may be referenced herein.
The Patriot Financial Group's coaching strategy is not to teach you something you don't know, but rather to work with you to tap into your innate strengths and abilities and help you get closer to operating at your optimum level. Our process is divided into 3 steps. The first step is to develop the team vision.
Your relationship with your clients is built around not only trust but the actual guidance and service you provide. By Partnering with The Patriot Financial Group, you are offering access to additional products and services that will continue to enrich your clients' relationships while being able to shore in the revenue generated from them.
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Steven Higgins
May 03, 2021
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