Advisors Solution, Inc.
Delivering Confidence to Forward Thinking Financial Advisors.
Founder | CEO & President, Advisors Solution Inc.
Ray Leads a team of experienced professionals in bringing over 40 years of Industry knowledge to advisors. We connect advisors to an Institutionally Designed Fiduciary-Level investment research capability that until now, has not been available to retail advisors.
He built and operated a successful advisory practice for over three decades. In 2018 he completed a well-designed internal business succession plan. To implement this plan, Ray researched the nation’s most successful and innovative alternative investment research providers. A close friend introduced him to the founder and CEO of one of the nation’s fastest growing investment research firms. They started in 2016 and now influence over $30 billion in advisor managed assets. Implementing this firm’s unique research increased the value of Ray’s practice by almost 15%.
After implementing this new research capability, Ray was so impressed that he aligned with them to share their bespoke research with advisors across the nation.
We welcome the opportunity to share the power of bringing an Instutionally-Designed Investment Research Capability to your practice.
For details please email: info@AdvisorsSolution.com.
He built and operated a successful advisory practice for over three decades. In 2018 he completed a well-designed internal business succession plan. To implement this plan, Ray researched the nation’s most successful and innovative alternative investment research providers. A close friend introduced him to the founder and CEO of one of the nation’s fastest growing investment research firms. They started in 2016 and now influence over $30 billion in advisor managed assets. Implementing this firm’s unique research increased the value of Ray’s practice by almost 15%.
After implementing this new research capability, Ray was so impressed that he aligned with them to share their bespoke research with advisors across the nation.
We welcome the opportunity to share the power of bringing an Instutionally-Designed Investment Research Capability to your practice.
For details please email: info@AdvisorsSolution.com.
Recently, one of the nation’s premier Mental Performance Coach. coaches to Financial Advisors, Suzanne Taylor King of Taylor’d Coaching and Consulting Agency introduced us to a large advisory practice. Here is what she said in the introduction . . Please meet Ray and his firm, Advisors Solution, “They Equip and Empower Forward-Thinking Financial Advisors to achieve what they want . . . and often, everything they never knew they needed or even imagined was available to them. They use a powerful process to help advisors drive generous amounts of additional revenue by Vertically Integrating their practices to increase profitability and reducing their client’s overall cost of investing.
Advisors Solution utilizes the capabilities of one of the nation’s fastest growing Investment Research Providers that in 5 years has grown to influence over $30 billion of Advisor Managed Assets. They deliver an Institutionally Based Fiduciary-Level capability that is designed to allow Retail Advisors to Differentiate themselves from their competitors.
Advisors Solution utilizes the capabilities of one of the nation’s fastest growing Investment Research Providers that in 5 years has grown to influence over $30 billion of Advisor Managed Assets. They deliver an Institutionally Based Fiduciary-Level capability that is designed to allow Retail Advisors to Differentiate themselves from their competitors.
Whether advisors Out-Source their investment research to a third-party provider or design their own portfolios, there is a less costly and more effective method. Using an In-Sourced CIO (Chief Investment Officer) capability often reduces the cost of investment research and portfolio management by over 50%.
Advisors are the most effective when they are in front of a client rather than in front of a monitor designing or reviewing portfolios. Out-Sourcing your investment research is costly and does not differentiate you from other advisory firms. Our White-Labeled and In-Sourced capability keeps you in control of the entire investment management process. This also drives significantly more revenue to your practice while reducing the overall cost of investing for your clients. Let’s schedule a brief call. Info@advisorssolution.com