Dynamic Wealth Advisors

Read more: http://dynamicwealthadvisors.com/services/#ixzz1KCl0yC4h

Services

Establishing and operating an investment advisor requires extensive knowledge, several months to build the infrastructure and many hours to keep on top of the shifting operational, compliance and administrative functions. Studies show that many firms and advisors spend as much or more time on these non-revenue producing activities as they do servicing their clients.  With Dynamic Wealth Advisors, we do the heavy lifting and manage the operational tasks, so you can focus on your clients and developing your business.

IAR and RIA Services

• Access to industry leading custodians
• Account related services, including account opening, transfer processing, journals, wires and check requests
• Trading and rebalancing portfolios to align with selected models
• Daily account reconciliation and aggregation of custodian and outside assets and liabilities
• Fee calculations, invoicing and billing of accounts, including non-custodial accounts
• Performance reporting per advisor specifications
• Investment management support and consultation
• Compliance support and consultation
• Complete account transition and data conversion services
  http://dynamicwealthadvisors.com/services/#axzz1K0xRiaRQ