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.
Frequently Asked Questions
What is sub-advisory investment management?
Sub-advisory investment management allows you to focus on your client relationships by outsourcing portfolio construction, investment management, and ongoing maintenance to our team.
Who typically uses this service?
Our sub-advisory services are commonly used by CPAs, attorneys, financial professionals, and independent RIAs seeking institutional-quality investment management without having to build an internal investment department.
Can you help me start my own RIA?
Yes. We can assist by guiding registration, operational setup, compliance resources, technology platforms, and investment infrastructure. This allows you to become independent without having to build the business by yourself.
What operational support is included?
We provide support for portfolio construction, investment management, compliance consulting, reporting systems, and operational efficiencies that help streamline your practice and free up more time for client relationships.
How does this help my firm's bottom line?
Partnering with a sub-advisor can help you provide additional services for your clients, create operational efficiencies, improve scalability, and enhance the long-term value of your firm rather than building an internal investment management department.