Registered Investment Advisors
The core of independence as an advisor is the ability to determine your own vendors and services for your clients. As you develop these solutions into a unique offering you create a brand that establishes your reputation. As entrepreneurs ourselves, we understand this ambition and the requirements to make you successful in a crowded and competitive environment.
Advisor Considerations
Advisors must consider the cost/benefit of outsourcing compliance, trade execution, and back-office operations versus doing it internally. This is where First American can help. As a result of not having a private client services group, we focus on your operational needs with the proper detail so you don’t have to. We believe efficiently outsourcing operational solutions is fundamental to your success.
How First American can help
First American provides an open architecture for advisors to “plug” into. Our strategic partnerships provide a robust product offering that includes technology from Sungard. We are able to execute, settle and custody multiple asset classes across numerous currencies. Our independent trading desk has access to over 40 markets and can implement your advanced trading strategies.