Trust Company of America (Trust) is a custodian for fee-based Registered Investment Advisors. Trust has been protecting assets and serving RIAs for 38 years. Trust is regarded as a premier provider of specialized custody services by enabling success with a unique combination of high-efficiency trading, valuable back office support, and personalized service. Trust offers extensive online account access for advisors, representatives and investors with a complete portfolio summary and direct access to statements, tax forms, and historical information.
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better results. Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software.
Jefferson National is a recognized innovator of retirement products designed expressly for fee-based and fee-only advisors. They've pioneered a unique tax-deferred investing vehicle: Monument Advisor, the industry’s first VA with a flat-insurance fee of $20 per month and a platform of 250+ investment options. Their flat-fee and 5x more underlying funds can help you rescue overpriced traditional annuities, improve tax-efficiency, and is a great fit for tactical management strategies.
BTS Asset Management, Inc. ("BTS") is an investment adviser registered with the SEC. BTS' website is limited to the dissemination of general information regarding BTS' investment advisory services. The information on this website is for general informational purposes only and should not be construed by any prospective or existing client of BTS as a solicitation to effect transactions in securities. In addition, the information on this website should not be construed by any prospective or existing client as personalized investment advice. BTS’ investment advice is given only within the context of its contractual agreements with each client. BTS' investment advice may only be rendered after the delivery of its Form ADV Part 2 and the execution of an agreement by the client or investor. BTS' Form ADV Part 2 describes BTS' business operations, services and fees and is available upon request. All information contained on this website is subject to change without notice. The information contained on this website may include forward looking statements which are based on BTS' current opinions, expectations and projections. BTS does not have any obligation to update or revise any forward looking statements. Actual results could differ materially from those anticipated in the forward looking statements. Past performance is no guarantee of future results.