WHAT WE DO AT riaCS

We consult with teams considering breaking away from the traditional "brokerage" model and starting their own RIA. We lead with capital, but we do more than deliver Capital Solutions to start-ups. We advise, we consult, and we help facilitate the successful launch of a new RIA.

We are focused on advisor(s), and RIA's, with a minimum of $400 million in assets under management. Additionally, one of our Middle Office partners is exclusively focused on the ultra-high-net-worth sector of the industry and requires a $1billion aum minimum.

Our resource partners provide the following services to teams that choose to affiliate with us:

• Legal and accounting advice around the formation of your RIA.
• Strategic advice around the optimal approach to bringing in start-up capital.
• Access to capital (debt and equity).
• Strategic advice and execution assistance for the infrastructure build-out of your RIA.
• Strategic advice regarding the choice of a middle office partner, including the critical data needed to make the decision to NOT use a middle office partner.
• Strategic advice on the best long term monetization strategy including the pluses and minuses to mergers and acquisitions.
• Access to merger and acquisition opportunities.
• Elimination of start-up related expenses.
• Transition-year cash flow protection.