AdvisoryQuest - Consultants & Outsourced Partners (Investments)

Investments- Consultants & Outsourced Partners
(Specialized Investment Management Services) [4]

From AAM website: For over 30 years, Advisors Asset Management (AAM) has been a trusted partner for financial advisors. We deliver innovative, high quality investment products and support solutions that enable you to focus on helping your clients achieve their investment objectives.

AAM supports your business with comprehensive analytic, portfolio strategy, educational and technology tools created specifically for advisors like you. AAM can help you operate more efficiently, provide better client service, and enhance your ability to offer the quality advice that attracts and keeps clients.

FocusPoint Solutions
www.focuspointsolutions.com/
866-201-3034

From FPS website: Advisors we support can either hire FocusPoint to execute their preferred investment strategy, or choose to utilize our investment management process and portfolios, while maintaining their own brand identity and relationship with clients.

In either case, advisors can benefit from our team’s research and investment expertise to assist them (with management of their own model portfolios or ours).

Intelligent Edge Advisors
http://intelligent-edge.com/index.html

From IE website: Intelligent Edge is a full service investment banking and capital markets boutique with a global reach, but we’re much more than that. We have a unique specialty — planning, structuring and executing creative exit strategies with maximum tax efficiency. We’re a team of nationally recognized experts dedicated to collaborating with the trusted advisors to wealthy families and business owners to monetize and otherwise maximize the utility of their clients’ concentrated wealth, including:

Privately-held businesses
Highly appreciated positions in publicly-traded stock
Commercial real estate

When your clients are considering a liquidity event, we'll give them an Intelligent Edge.

Silver Bridge Family Office Partners
http://www.silverbridgeadv.com/Home.aspx
Email: info@silverbridgeadv.com
866-343-4326

From SB website: Silver Bridge delivers an extensive array of services that may be used independently or in combination to meet the needs of our clients:

Individuals and families seeking to realize their wealth and legacy goals
Family offices in need of a trusted partner who understands the complexities involved in the management and administration of substantial wealth
Not-for-profits desiring expert investment advisory services, as well as state-of-the-art technology and reporting capabilities

We offer to our clients the following services:

Financial Administration and Management - helping clients to manage, organize and maintain clarity in their complex lives
Wealth Advisory Planning Services - helping clients to create and execute a wealth plan that incorporates financial, philanthropic, tax and wealth transfer objectives
Investment Management, Consulting and Oversight - providing our clients with customized investment solutions and thoughtfully designed portfolios that align with their goals
Family Office Services - including consulting services, customized resources, outsourced solutions, and a dedicated family office