Independent RIAs

We focus on providing all of the services and products outlined here in this site to a select group of fee-only, independent registered investment advisors all across the country. Our separate account management platform and mutual fund offerings are only available to YieldQuest Select partner clients, and are not available for use by other RIAs or other brokerage firms, including the large wirehouse brokers. The collective benefits of this approach are outlined in the YieldQuest Select section of this site.

Members of our staff have been working exclusively with the RIA community for over a decade now. Many of our clients are actively involved and either hold or have held leadership positions in NAPFA, the Financial Planning Association, and other popular financial planning & investment management organizations. In addition, many are consistently named by various publications as being in the top tier of investment managers throughout the country.

We truly believe the best advisor relationships we have are those where our RIA client views us a partner, and an integral part of their investment management process. To that end, we seek to establish new advisor relationships where both parties are excited about the long term partnership potential. As you learn more about our services and feel there might be a good fit, we look forward to providing reference accounts for you to contact.