TAMP Advisory Solutions
Financial Services - Destin, Florida, United States
TAMP Advisory Solutions Employees
TAMP Advisory Solutions Details
TAMP Advisory Solutions provides a turn-key Total Asset Management Program (TAMP) for advisors, acting as Investment Advisor Representatives (IARs) with our firm, which includes front, middle and back office services. As for Custodians, we currently have contracts with Charles Schwab and Interactive Brokers but could work with the custodian of your choice as their requirements allow. Our current contracts include both the client and/or the advisor absorbing client transaction costs.We offer the freedom for you to set up your practice and provide you with the support and open architecture you may be looking for. As an IAR with our firm, you are able to help manage your client's assets with their best interest as your focus; you are not limited to specific products or managers. You are your own boss, acting within compliance guidelines set by the SEC.Through our company's asset management division, WealthTrust Asset Management, we offer nine DBS investment strategies, or "sleeves," blended into standard portfolios, or which can be combined into custom portfolios to best meet your client's specific needs. Although, our advisors have found that we have helped grow their business through our joint DBS marketing efforts, utilizing the DBS strategies is up to you; there is no obligation from our advisors to incorporate the DBS strategies into their practices.Independence simplified. Isn't it time you set sail and chart your own course?
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