Wealth Management + Investment Advisory Services Unique As You
WE HELP GUIDE CLIENTS THROUGH ALL STAGES OF THEIR FINANCIAL LIFE, PROVIDING CLARITY AND A PATH TO FINANCIAL WELLNESS
THROUGH PERSONALIZED ADVICE & INTUITIVE TECHNOLOGY.
WHO WE SERVE
The landscape is changing, clients have a sea of choices. As the world of wealth management grows more complex, investor need a firm that can make sense of the complexities and evolve with you. Our comprehensive solutions, deliver world-class service, efficiently to eliminate uncertainty and allow you to move forward confidently. Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service.
ADVISOR SOLUTIONS
Advisory Solutions Built By Advisors
Take Back Your Work Day
Etico's goal is to lower your costs, increase revenue, and help you exceed your clients' expectations. We've brought together all the essential advisor tools into one easy-to-use platform with unparalleled back-office support. Free up your time and focus on serving your clients even better.
01
BACK-OFFICE SUPPORT.
Scale your practice while having the flexibility and support to pivot when you need to. Build your practice with your vision and reduce the need to hire staff. Leverage our dedicated advisor support team that knows you buy your name and responds quickly. Everything from signature ready paperwork to servicing clients.
02
INTUITIVE TECHNOLOGY.
Our technology stack compliments our white glove advisor support team to enable your practice to be more efficient and scalable. One portal for all accounts, even those held-away. Utilize dynamic financial planning tools, reporting and presentations.
03
PAYOUT + OWNERSHIP + SUCCESSION.
Our payout structures are transparent, simple and are built to pay you more. Best of all, you retain 100% of your book of business. We offer in-depth succession planning, help to identify the right successor, and we offer a guaranteed buyout program.
04
OPEN ARCHITECTURE INVESTMENTS.
We take an open architecture approach to investment solutions to build unique portfolios. Utilize our team to seamlessly execute trades across one or multiple accounts, set accounts up on an automatic rebalance schedule. Access our experienced investment team to analyze client portfolios, participate in client meetings, or utilize our suite of nationally recognized investment strategies.
Learn More About How
We Can Help Your Practice.
