Through FAN’s independent RIA and access to over 100 professional money managers, you have significant choices to offer your clients. Our philosophy is based on the belief that every client deserves to have a comprehensive financial plan in place. If you’re looking to focus on asset management, we offer leading-edge technology resources, multiple clearing options, and advanced trading capabilities. We have an independent investment committee with research available for your use. If your focus is on relationship management, we have developed a system that helps you build strong relationships with clients—from the initial meeting and beyond.
