Expand your firm's capabilities - and better use of your time - with services from Mentor RIA Consulting. Contact us with your needs and any questions.
What we do...
Starting and operating your business as a Registered Investment Adviser (RIA) can be at once daunting and rewarding. There are many moving parts to an RIA though, and you may enjoy some aspects of the work more than others.
Mentor RIA Consulting was created to serve as your back
office, helping you to outsource those tasks that take away from your time and
ability to do what you do best and enjoy the most – working with your clients
and their investments.
With Mentor as your back office, you can leverage decades
of expertise working on the day to day operations of RIAs, financial and wealth
planning software, writing, training and more. Mentor offers back office services for a wide
variety of the basics of RIA operation, including:
- Compliance - initial registration, policies and procedures, annual updates and audit
- Entity Formation - entity selection, custodian, website, software, client experience, staffing and more
- Bringing on Clients and Advisers - process, agreements, timeline, checklists
- Planning - basic financial plans, advanced and complex cases, asset allocation models, estate planning, special needs, education, long term care and more
- Newsletters and articles - marketing tools include newsletters, articles, in-depth analysis, large article archive
- Training - designed to bring new and existing staff up to speed on your operations, develop planning and compliance expertise, and other issues
- and more....
If you are thinking about setting up your own RIA, or simply want to improve or enhance your existing firm's menu of services, we can mentor you and help make the process simpler and faster.
We regularly update content at our Blog, Newsletters and Articles, and Training materials - check back often.
Mentor RIA Consulting is focused on providing high-quality personalized service and customer satisfaction - our primary goal is to meet or exceed your expectations. With a wide variety of offerings to choose from, we're sure you'll be happy working with us. Look around our website and if you have any comments or questions, or simply want to learn more, please feel free to contact us.
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