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REDEFINING FINANCIAL ADVISORY
Our mission is to help financial advisors grow their practices to unprecedented levels. Our business model is based on the principle of educating advisors and their clients on underutilized strategies for mitigating tax liability.
IS YOUR FIRM A FIT FOR OUR TEAM?
We partner with successful financial advisors who are focused on acquiring high-net-worth clients and improving their delivery of advanced tax strategies. Our educational approach builds on your current expertise by showing you how to deliver tax, investment, and legal/estate strategies under your own roof.
Your Clients, Your Way
Customize, control, and implement your investment program based on the factors that make you and your clients unique.
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Flexible & Scalable
Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.
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Powerful Options
Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.
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Service & Support
Leverage our experienced service and support team to help you to deliver the investment outcomes today’s investors demand.
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SOLUTIONS FOR:
RIAs Changing Platforms
Partnering with our Transition Team allows for a smooth and seamless transition from your current platform to our state-of-the-art solution, giving you newfound flexibility and scale to efficiently customize investment solutions.
Advisors Seeking Independence
Build your own investment strategies, seek guidance from our Investment Strategy Desk.
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Our Strategy Desk provides guidance and education on strategies in an effort to help advisors manage risk, minimize portfolio volatility, and potentially enhance returns within their clients' portfolios. Our team of analysts works with your practice to create the optimum portfolio for your clients!
Learn about the risk-defined strategies that may help achieve your clients' goals and objectives.
Better communicate with your clients regarding the ways that our portfolios can help mitigate risk, potentially enhance returns, and work to minimize the effects of volatility within a portfolio. Improve client service and cater to your more sophisticated clients.
BENEFITS
Explore our investment strategies to meet today's new normal in the marketplace. What you get with Accurate Advisory Group:
Trust and Estate Planning
Reduce tax impact on transitional assets and generate tax alpha.
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Outsourced Overlay Management
Operational burden is on Accurate Wealth Management, not your P&L.
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Training
Each month, we host multiple events featuring the most relevant topics and progressive solutions in the industry. Your time away from the office will be an investment that pays for itself multiple times over.
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Complete Control & Customization
Retain total control over client relationships and tailor their portfolios in efficient and scalable ways.
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Tax Transition & Tax Management
Reduce tax impact on transitional assets and generate tax alpha.
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Portfolio Construction Solutions
Continuously reduce tax impact, automate investing, and keep clients in line with risk/IPS.
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Spend more time growing your business and less time on analysis and administration.
Reallocate Your Time
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Spend more time doing what you do best–building client relationships and growing your business
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Utilize our open architecture roster of model-based investment solutions.
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Provide robust client portfolio analysis and performance reports to enhance client meetings
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Alleviate the time-consuming demands of trading, rebalancing and administration of investment strategies