Today’s markets call for a streamlined approach to investment management. Save time, money and resources by outsourcing investment strategy and research tasks to our experienced portfolio managers.

Reinvent your business through our efficient and
low-cost investment strategy and research platform.

Outsource CIO responsibilities – The best way to free up time and resources is to outsource investment research to an experienced and award-winning RIA firm, already working toward fiduciary standards.  Why pay more as your business grows?  There is no need to give up a percentage of revenue to an expensive TAMP.  We offer a tax efficient approach to investing; saving you time, money, and resources.

Gain access to DFA, American Century, and other top mutual fund families – Benefit from access to no load institutional funds without worrying about meeting asset minimums.

Offer an ESG fund lineup- Attract new types of investors and keep up with changing client desires by adding an ESG offering.

Investing is becoming commoditized – Robo advisors and discounters are bringing the cost of investing to zero.  Advisors can differentiate by focusing on planning and communicating with clients.

Fulfill compliance requirements – Research documentation that supports your investment strategy, policies, and decisions.

Provide impactful client communications –  Show clients your are up to date by utilizing white-labeled communications on investment topics, regulatory changes, and major financial events.

Stop TAMPing down your profits; pay a $6,000 fixed annual fee – Powered by the insight and time-tested practices of nationally recognized Rowling & Associates, InStrategy provides an alternative solution to the TAMP revenue sharing model.

 

Investment Research for Advisors

Download the first in our new Profiles in Success series. Our inaugural issue interviews SSG Advisor Lauren Klein, who shares her tips in building a successful RIA firm.