Independent Registered Investment Advisors (“RIAs”)

A growing number of independent registered investment advisory platforms utilize third-party managers, both directly and through Turnkey Asset Management Platforms (“TAMPs”), to provide their asset management solutions. A partnership with FolioBeyond lets RIAs bring unique and effective institutional-quality solutions to their practices, allowing them to focus on their clients and improve the efficiency and profitability of their wealth management business.

Partnership Approach

FolioBeyond can act as an outsourced CIO providing complete portfolio construction and execution, or we can act in a hybrid capacity whereby the RIA platform maintains some element of discretionary investment decision-making.
FolioBeyond shares fees on a percentage of AUM.

Partnership Benefits

Maintain current customer relationships while providing institutional quality portfolio solutions in a fully transparent manner, an approach with a growing demand among younger clients.
Attract new clients who want a high-touch wealth advisory relationship with sophisticated and effective portfolio solutions.
Significant savings in cost and time versus resources required for in-house development of similar capabilities.
Higher expected risk-adjusted returns versus traditional actively managed market cap-weighted approaches.

Independent Registered Investment Advisors (“RIAs”)

Partnership Approach

Partnership Benefits

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