By Helping You Succeed, We All Win
Joining ProEquities is a big decision on your part and one we know you won’t take lightly. While there are many reasons to consider a move to ProEquities, here are few compelling points that our advisors tell us are most meaningful to them.
Our Focus on Business Development
Our culture is founded on the principles of personal and professional growth. We have always maintained an entrepreneurial spirit and look to work with advisors who share a similar vision for their own future. We created the Business Development University (BDU) which provides numerous opportunities to develop your skills and capabilities.
Dedication and Support for Your Personal Vision
Each individual advisor we work with has their own goals and dreams for the future of their business. We have succeeded because we work hard to understand the unique vision you have for growth and providing a specific plan to help you get where you want to go.
Our Investment Advisory Specialists provide invaluable guidance and business planning to help complement and nurture your business through the various stages of growth.
The Right Business Model
Our advisory platform enables you to build the right business models for you and your clients. These include:
- Capital Asset Management – open architecture asset management platform which allows for hands-on management of assets.
- Consultant’s Choice – allows advisors to charge clients for either financial planning services or advice.
- Third Party Management – ProEquities maintains relationships with over 25 third-party money managers offering various investment products and styles.
- CorETF Portfolios – risk-based, turnkey, discretionary managed account platform which utilizes exchange-traded funds as the investment vehicle
The Right Product Mix
Our product mix offers provides a vast array of financial vehicles to match you and your clients needs. We work with some of the industry’s top brands and give our advisors full access to these providers.
The Right Technology
We provide advanced technology tools and support to help you efficiently manage your business and your time. Over the years, we have worked with all kinds of advisors from the tech-savvy to the tech newbie and just about everyone in between. Our software has been designed and refined with input from our advisors to ensure it meets your “real-world” needs.
*Figure rounded up of $50k GDC (voluntarily left) advisors through 2Q08.
• “The can-do attitude of the ProEquities people.”
• “My trust in them has paid off time and time again.”
• “They offered me what I wanted – an independent, comprehensive financial planning firm model.”
• “They helped me take my practice to a new level.”
• “The teammates at ProEquities listen to my needs, give thoughtful consideration, and respond with appropriate solutions.”
• “Complete satisfaction.”
• “Caring, almost family-type, atmosphere. Could this be what southern hospitality is all about?”
• “Concierge Service.”
More Reasons Advisors Join and Stay with ProEquities
Our Focus on Business Development
Our culture is founded on the principles of personal and professional growth. We have always maintained an entrepreneurial spirit and look to work with advisors who share a similar vision for their own future. We created Business Development University (BDU) which provides numerous opportunities to develop your skills and capabilities.
Dedication and Support for Your Personal Vision
Each individual advisor we work with has their own goals and dreams for the future of their business. We have succeeded because we try hard to understand the unique vision you have for growth and provide a specific plan to help you get where you want to go.
The Right Business Model
Our Investment Advisory product group provides invaluable guidance and business planning to help complement and nurture your business through the various stages of growth. The IA platform enables you to build the right business models for you and your clients. These include:
- Capital Asset Management – open architecture asset management platform which allows for hands-on management of assets.
- Consultant’s Choice – allows advisors to charge clients for either financial planning services or advice.
- Third Party Management – ProEquities maintains relationships with over 25 third-party money managers offering various investment products and styles.
- CorETFSM Portfolios – risk-based, turnkey, discretionary managed account platform which utilizes exchange-traded funds as the investment vehicle.
The Right Product Mix
Our product mix offers a vast array of financial vehicles to match you and your clients’ needs. We work with some of the industry’s top brands and give our advisors access to their best products.
The Right Alternative Program
We offer many specialized direct investment opportunities that are not found at many traditional "wirehouse" brokerage firms. By offering these products, we give our advisors the power to provide further diversification to their clients' portfolios by partnering with industry-leading sponsors with seasoned and proven track records. By performing thorough due diligence on a product-level basis, we strive to offer only the best alternative investment programs to our advisors and their clients including:
- Section 1031/Tenant-In-Common Real Estate Programs
- Non-traded REITs
- Real Estate Limited Partnerships
- Oil and Gas Drilling Partnerships
- Equipment Leasing Partnerships
The Right Technology
We provide advanced technology tools and support to help you efficiently manage your business and your time. Over the years, we have worked with all kinds of advisors from the tech-savvy to the tech newbie and just about everyone in between. Our software has been designed and refined with input from our advisors to ensure it meets your “real-world” needs.
- “The can-do attitude of the ProEquities people.”
- “My trust in them has paid off time and time again.”
- “They offered me what I wanted – an independent, comprehensive financial planning firm model.”
- “They helped me take my practice to a new level.”
- “The teammates at ProEquities listen to my needs, give thoughtful consideration, and respond with appropriate solutions.”
- “Complete satisfaction.”
- “Caring, almost family-type, atmosphere. Could this be what southern hospitality is all about?”
- “Concierge Service.”
*Average annual retention for each of the past 10 years, rounded up, min. of $150k GDC (voluntarily left) through 2Q11.