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ProEquities strives to provide each of our advisors with the optimal combination of products and services to allow you to perform at your best.
From plug-and-play options to in-house consultants, we offer you the support and resources you need. Your practice is unique. Our trusted solutions are constructed to be flexible to your evolving needs. Some of the resources we offer include:
Are you considering a transition to a fee-based practice? If so, we can analyze your current clients and develop a game plan for a methodical, thoughtful transition to an advisory approach. We recognize that your transition plan can only be successful with your input, so we will work together to strategize for this process.
If you need to take your advisory practice up a notch, let us help you move to the next level. You’ve built a successful business, now our practice management team will connect you with the appropriate training to help you continue to grow your practice.
Without an appropriate level of protection, no plan is sound. Our insurance consultants can develop a solution for your clients that will give them peace of mind as they invest toward future goals.
ProEquities is constantly scouring the landscape to find products that fill the various desired investment objectives. Depending on current markets, we keep a slate of alternative offerings to fulfill your clients’ current income or long-term stability needs. Current offerings include REITs, BDCs, oil & gas programs, and interval funds. Our thorough due diligence process brings only best-in-class offerings to our platform.