About Us

Our mission is to be the provider of choice to financial advisors, advisory firms, and financial intermediaries for a solutions-based approach to maximizing firm scalability to exceed end-client expectations and create enterprise value.

Our vision is our custom roadmap for advisory firms to navigate the financial services ecosystem with integrity, ease, and speed. The result is not the same for each firm or advisor, but our value proposition is to help financial services firms exceed their own expectations and those of their clients. We create partnerships based upon respect, trust, and transparency with the ultimate goal of helping firms enhance their value to clients and the value of the business.

In a $16 trillion industry, the successful advisory firm of tomorrow needs to leverage the digital revolution and interaction with clients continues to evolve. We know firsthand that client expectations of their advisor continue to be heightened. In addition, technology that has been designed to make workflow easier for the advisor, is still fragmented. We have been successful in building an environment that makes workflows streamlined, integrations seamless, and incorporates best in class investment solutions so advisors can focus on the client and grow their business.

We provide firm-level solutions and deliver essential consulting services for financial advisors who hold themselves to a fiduciary standard in every aspect of their business.

InvestBetter has a deep and experienced knowledge base in open architecture investment programs. As subject matter experts, we have provided targeted consulting, research, asset management, and business services to a variety of organizations including large RIAs, hybrids, and Broker/Dealers. Our job is to help identify pain points and bring solutions to the table.

Our value proposition is a consultative approach to helping advisors and advisory firms identify new growth opportunities that account for changing customer demands, distribution, increasing globalization, and increased cost efficiencies. We help empower firms to capitalize on the evolving regulatory landscape and develop innovative offerings for lasting competitive advantage and enhanced valuation. Best of all, we can often engage with firms at no out-of-pocket cost to our clients.

Our Services

Investment Solutions

We have carefully selected partners who provide unique and effective investment solutions. These partners range from best-in-class third party managers to unique product structures that can add value to your client portfolios. We only represent products that meet our standards for integrity and results.

Custody and Trading

InvestBetter has extensive experience in helping to design the most effective custody offering for advisory and brokerage business. Often one of the largest expenses to a firm and a source of the most frustration, we are able to help design a customized, full-service solution through our clearing and custody partner. Additionally, we have partnered with some of the premier execution desks in the industry to help you enhance your best-execution practices

Flexible Technology

In an age of lightning fast change in technology, we have partnered with select technology providers to support your advisors and practice through secure and effective integration. Experience the flexibility of open-architecture technology to help reduce frustration, redundancies, and potentially expense. We take the approach of offering specific digital tools, custom configurations, or full turnkey platforms to deliver a unique client experience.

Integrated Insurance Solutions

Your clients and advisors require access to the best available insurance and investment products. InvestBetter’s network includes relationships with one of the largest and most respected distributors of fixed indexed annuities, life insurance, and insurance products. We help many firms implement fiduciary-oriented insurance programs and leverage the benefit of award winning marketing and compliance resources.

Merger and Acquisition

Clients expect recommendations, products, research and investment decisions made in their best interest. Through our network, you can expect the same confidential approach if you are looking to join another firm or recruit to your practice. As consultants we work with a wide range of broker dealers, hybrids, and RIAs and have made significant impacts through matching businesses and personalities.

Something Else?

We call ourselves consultants and our mission is to provide actionable results to advisory firms. Our business is built on finding solutions, so if there is something that you think we might help with, we’d like to hear from you.