DIGITAL RIA

Independence Square is changing the way financial advisors serve the needs of their clients.  Our structure is lean and efficient, without much of the costly overhead that ultimately gets paid for through smaller advisor payouts at traditional RIA’s.

FIDUCIARY STANDARD

‘De-commission your investments.’  Our advisors operate primarily off of a fee-for-service model, not the commission based model of old.  As a fiduciary, our advisors act only in the best interest of their clients.

INDEPENDENT STRUCTURE

Our firm is not beholden to a larger companies sales targets, proprietary products, or management incentives.  We focus on one thing, providing the best solutions on the market for our clients.

INSOURCED CIO PLATFORM

Through our Stratavest platform, our advisors have access to industry-leading portfolio solutions and trading capabilities, allowing them to focus on their clients and building business.

Your Total Wealth Management Solution

Included for Independence Square Advisors
  • In-sourced CIO platform delivered efficiently and at scale
  • Prospect analysis and risk assessment
  • Access to industry leading strategist models
  • All trading and implementation included

Actionable Intelligence Delivered to Your Inbox

Get the monthly Stratavest Intel Report for free

The Independence Square Offer

TRADING & RESEARCH

Tap in to our full-service trading and research desk.  We provide our advisors with the turnkey services they need to be successful.

COMPLIANCE & REGULATORY

We partner with Vigilant compliance services, the largest independent compliance consultant in the country and employ leading digital tools to manage the regulatory requirements of our advisors.

TECHNOLOGY

We outfit our advisors with access to leading software platforms, giving you leverage you need to scale your business with maximum efficiency.

ADMINISTRATIVE

Spend less time on paperwork and follow up and more time developing relationships with clients and prospects.  Our experienced administrators will assist in the day to day details of running your practice.

DIGITAL EFFICIENCY

Take your business to the cloud.  Our advisors have access to a variety of digital tools and programs to help them transition to a low overhead, modern business model.

MARKETING & SALES

We deliver marketing and sales tools on demand for our teams, providing the collateral you need to stay top of mind among the members in your community.