As an independent firm, we are better able to operate exclusively on behalf of our clients. Free from corporate constraints and mandates, we offer unrestricted access to outstanding opportunities, robust research, and intellectual capital on a global basis, all while retaining our identity as your local trusted advisor and confidante. Independence also facilitates transparency, particularly with respect to fees. To this end, we enhance effectiveness through our core strategic relationships with the following firms:
Sanctuary Wealth brings together an elite group of Wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate with their clients’ best interests as their primary focus. Partnered IndependenceSM ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
Sanctuary OCIO Solutions, a division of Sanctuary Wealth, offers institutions and advisors an outsourced Chief Investment Officer platform, enabling them to retain investment oversight while delegating investment decisions to Sanctuary, a recognized and growing leader in institutional consulting and investment advisory and implementation. At the same time, clients can be assured of 100% compliance with the fiduciary standard.
As your Advisor, we will not hold your assets but will partner with Charles Schwab to do so. Schwab Advisor Services is a leading provider of custodial, operational, and trading support for 7,500 independent Registered Investment Advisors (RIAs). With $1.3 trillion in assets under management, Schwab offers the safety of both its size and its financial strength. For more than 30 years, Schwab has supported independent Financial Advisors and it continues to fuel the entrepreneurial spirit by assuming time-consuming back-office functions so we can focus more intently on our cherished clients.
Winthrop Capital Management is an Indianapolis-based SEC registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios for institutions and private clients. Working through a network of investment consultants and advisors, Winthrop Capital Management offers value-based equity strategies, as well as corporate, municipal, and government bond strategies in customized Separately Managed Accounts (SMA).
True Rock Asset Management
True Rock Asset Management is a turnkey asset management program (TAMP) that provides Independent Advisors, RIAs, banks, broker-dealers, and CPA firms with professional asset management, investment research, asset allocation, and back-office investment services for their high-net-worth clients. In addition to managing portfolio decisions on their behalf, we offer greater ease in setting up funds, help establish guidelines for investments, determine asset allocations, and process daily trading. Our services enable Financial Advisors have more time to focus on personalized service for their clients while providing professional asset management with shared fiduciary responsibility.