Professional services firms such as accountants, lawyers, and other investment advisors can rely on Armbruster Capital Management to help build and manage portfolios for their clients on an outsourced basis.
If your clients need financial guidance, we can help you stand out by offering fully turnkey RIA services. We provide the structure, compliance support, and the comprehensive investment platform you need, enabling you to deliver professional wealth management without the cost or complexity of building an internal investment department.
This can help create additional revenue streams and additional services to your clients, as well as build long-term enterprise value. Work with a trusted fiduciary partner to strengthen relationships and drive business growth.
What We Deliver
- Support creating and registering your new RIA
- Portfolio construction and ongoing investment management
- Compliance consulting
- Operational and back-office efficiencies that reduce costs and free up your team
- Sales and client service assistance and client reporting
Helping Brokers and Advisors Go Independent
Build a scalable, compliant, and client-focused firm with expertise designed for successful transitions to independence.