WHY GO INDEPENDENT?

888-519-3429 / info@investorfan.com

  • More Control

  • More Income

  • Better Technology

  • More Investment Choices

  • Firm Equity

  • Marketing Differentiation

 

 

The Investor’s Fiduciary Advisor Network was built to be your strategic partner and provide you with everything needed to start, run and grow your independent advisory practice.  As a Member you will enjoy the benefits of owning your own firm with the support of the Network to perform the non-client facing processes required of a high-end independent practice.

Power Your Business with the Network

The Network is a comprehensive service provider so you don’t have to engage numerous companies to establish your firm or spend your valuable resources on anything that keeps you from growing your practice.  Your time is best spent working with clients or prospects.  So time you spend on back office, compliance or general operations will cost you the development of your firm. As a Member of the Network we ensure that your time is focused on business development by providing you with high level operational back office support and complete technological efficiencies.

An Independent Practice Gives You:

Investor's Fiduciary Advisor Network Provides You:

 

  • Transition Management

  • Back Office Operations

  • A Comprehensive Compliance Program

  • Practice Management

  • Marketing Program

  • Phone Reception Services

  • Network of Fiduciary Advisors