Advise | Corporate RIA
Innovative solutions for a flexible advisory practice
LifeMark's Corporate RIA Program provides advisors 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 access to Single Manager Accounts (SMA’s), as well as the ability to create fully customized solutions through our APM© platform. Advisors will have the tools necessary to combine multiple strategic and tactical strategies, creating sophisticated global allocations to innovative alternative investment composites, through an extensive selection of ETF’s and mutual funds.
Our lineup of strategic partners includes institutional and alternative managers such as: BlackRock, Clark Capital, Horizon Investments, State Street Global Advisors, Symmetry Partners, Morningstar, and Vanguard to name a few...
Benefits of the LifeMark Corporate RIA Program include:
Assistance transitioning to a fee-based practice
Third-party investment managers
Improved advisor time management and operation efficiency
Avoiding client billing and back office headaches
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 firstname.lastname@example.org.