PORTSIDE WEALTH for financial advisors
The independence you value
with the resources of a larger firm.
Open Architecture Independence
Branding
Affiliate with Portside Wealth but operate under your own brand name.
B/D Licenses
Portside Wealth is solely an RIA, but we accommodate hybrid relationships.
Client RElationships
We respect your client relationships and your role as their point of contact.
INsurance & Other Business
Outside business activities are welcome. Insurance business is not required to run through any particular provider.
open architecture Technology
bring your technology. leverage ours. we work together.
Portside Wealth is committed to filling our role with excellence, but also giving you room to fill yours. Advisors with existing technology such as CRMs and planning software are welcome! Our business submittal processes are designed to enhance the technology stack you’ve spent time building, not replace it. Of course if you’re looking for a change, or need a solution to fill a technology gap, Portside Wealth is here to help with technology partnerships, recommendations, and support.
investment management & PArtners
a unique partnership with an industry leader
Through our close relationship with TownSquare Capital (Orion OCIO), advisors at Portside Wealth can offer their clients some of the highest caliber turnkey management services in the industry. In addition to TownSquare’s highly selective menu of investment strategies, you’ll be supported by an experienced trade desk team, audit and proposal services, ongoing research, education, and market updates. All this, powered by the technology of Orion Advisor Solutions.
investment management & PArtners
Empower your clients to give more impactfully
Donor Advised Funds are the most flexible charitable vehicle. Through our partnership with UI Charitable Advisors, donors can contribute cash, securities, real estate, business interests, and more. You’ll also have flexibility investing and managing the assets in the DAF account, as well as philanthropy options spanning domestic and international grants, loans, equity, or impact investments. Many clients also benefit from highly effective tax strategies involving DAF accounts.
custodian and product solutions
do business where it makes sense for you.
Portside Wealth has partnered with major industry names. Choose the solutions that work best for you and your clients. You’ll find no proprietary custodians or products to create conflicts or tie you down. If you have existing business at another partner, we are open to additional relationships for continued service. Don’t leave your clients behind.
compliance support
placing clients first provides peace of mind
Portside Wealth believes that compliance is more than following rules; it’s a dedication to protecting investors at every level. From proper education and disclosure, to cybersecurity and identity verification, Portside Wealth works together with financial advisors to provide a secure, ethical environment to conduct business. We handle filings, supervision, trade review, mock audits, and more. We also provide templates, tools, and education to help your office stay vigilant and ready.