Independent Advisor Partnership Platform

|I/A pahrt-ner-ship plat-fawrm| noun

A partnership program that provides independent investment advisors, or those exploring independence, with an outsourced investment management platform for their clients.

A partnership program that provides independent investment advisors, or those exploring independence, with an outsourced investment management platform for their clients.

Parkridge’s Independent Advisor Partnership Platform (IAPP) offers advisers seeking independence from broker-dealer networks or other institutions a comprehensive investment management solution and a full suite of compliance and back office resources. Our methodology merges the client’s overarching plan with the details and constraints of portfolio construction to deliver a goal driven product to each client.

We offer a range of services from consulting on allocation to fully outsourced portfolio and practice management. Our IAPP service model and cost structure are built to afford our partners the ability to focus on maintaining their client relationships and broadening their professional networks, while Parkridge manages their clients’ assets, and oversees portfolio construction, design, and implementation. We continually monitor your clients’ portfolios and provide you with ongoing market and investment insights as well as research and analysis.

 

Family Office Services

Private Equity

Business Consulting

Investment & Portfolio Management

Smart Vol Portfolio

Designed by AMF Creative

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Email

parkridge@ParkridgeCo.com

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Designed by AMF Creative