Arkadios Capital

Advisors who are entrepreneurial and growth-minded are attracted to what a premium, independent broker-dealer has for them.

They get flexibility, a collaborative culture, access to a superior technology stack and a strong service model that was built with them in mind.

In order to be competitive, your business needs to stay up-to-date with the best technology on the market.

Many firms within the brokerage, banking, trust and independent investment advisor business models offer standard wealth management platforms.

But there have been advancements in technology that allow independent investors to trade at the same level as large brokerage firms.

For many advisors, the issues that come along with transitioning clients’ assets to another firm are what stops them from changing broker-dealers.

But a transition shouldn’t be daunting.

Our transition team was designed to give advisors a world-class experience so they are trained on the front end to help you avoid unforeseen roadblocks and have you back in production as quickly as possible.

Sometimes broker-dealers owned by an outside entity get lumped together with 9-10 other broker-dealers under the same umbrella.

But business owners need a partner who understands their needs and can offer more flexibility and customized services as no two businesses are the same.

We pride ourselves on being able to get to know your practice intimately so we can be responsive to your needs.

We're excited about the addition of Downeast Private Wealth, of Auburn, Maine, to the Arkadios team!

Downeast Private Wealth oversees more than $170MM in assets. Downeast spent almost 25 years with Investacorp before it was acquired and merged into Securities America, part of Advisor Group.

As a result, they felt like they lost the personal connection and support on which they had built the relationship.

Downeast looked to Arkadios to get that connection back.

Is it time to get back to better connection and support?

Read more: https://bit.ly/3AxbVgO

There’s a tremendous need in the industry for a premium, independent broker-dealer that focuses on flexibility and growth-minded advisors.

The broker-dealer industry keeps consolidating, which has left a void for entrepreneurial advisors.

That and a lack of flexibility prevents advisors from truly embracing growth.

There’s a lot of uncertainty around the current economic climate, but this gives advisors the opportunity to thrive in market environments where there’s a lot of volatility.

Entrepreneurial advisors have the opportunity to display their value proposition and attract new clients.

A flexible platform is a real benefit to those advisors during this time. It allows them to serve clients through the type of products that they feel are best suited to mute volatility.

What’s stopping you from changing broker-dealers?

For many advisors, it’s the issues that come along with transitioning clients’ assets to another firm.

We’ve built a transition team with years of experience designed to give advisors a world-class experience, and we only onboard a select number of advisors at a given time because we want to get to know your practice intimately and set expectations.

Some of the top frustrations that advisors in our space have:

1. They work in a rigid atmosphere put in place by the broker-dealer.

2. Their business has been stagnant for years because of a lack of support.

Do either of those sound familiar to you?

Arkadios is different. We give advisors independence, flexibility and a true partnership approach. But don't just take it from us.