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Corporate RIA 
 Innovative solutions for a flexible advisory practice
 

LifeMark's Corporate RIA Program provides advisers with the institutional power and flexibility needed to develop an advisory practice.  We offer a top-tier menu of fee-based options, complete operational support, with fair and transparent client pricing.

Our advisory program provides strategies ranging from a sophisticated global allocation to innovative alternative investment approaches.

Our lineup of strategic partners include institutional and alternative managers such as:  Goldman Sachs, State Street Global Advisors, Symmetry Partners, New Frontier Advisors, JP Morgan, and Morningstar, to name a few...

Investment allocations within the advisory program utilize mutual funds, ETF's, and individual equities.

Benefits of the LifeMark Corporate RIA Program include:

  • Third-party investment managers,
  • Avoiding client billing and back office headaches,
  • Improved adviser time management and operation efficiency, and
  • Assistance transitioning to a fee-based practice.

We are committed to offering solid well-respected Third Party Managers of the highest quality.

To learn more about the opportunities available through LifeMark's RIA Program, send us an email at ria@lifemark.com.

 

 

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