Hybrid Independent Broker/Dealer &
Registered Investment Advisor
The Flexibility to Serve.
At Signature Financial Group, we take pride in offering a unique and versatile financial services model known as a Hybrid Independent Broker/Dealer and Registered Investment Advisor (often called Hybrid RIA). This innovative approach allows us to provide our clients with a wide spectrum of financial solutions tailored to their specific needs.
We help financial advisors develop wealth protection strategies for individuals and businesses. This is an often overlooked area that can make a dynamic impact on your clients. We have experience in understanding these underserved markets that can help you provide value to your clients in ways you may not be realizing.
Our dedicated team will help you with operational support, real estate needs, staffing, payroll, and employee benefits. We will also assist your growth with high net-worth case design, business development, coaching, succession, and acquisition sourcing.
Our goal is to help you help your client. We want you to find the right product fit for your client’s needs. Our staff is experienced and committed to giving you tremendous customer service.
Understanding the Hybrid Model
Independent Broker/Dealer (B/D): As an independent broker/dealer, we have the capability to offer a comprehensive range of financial products and investment solutions. We’re not tied to any specific financial product manufacturer or provider, which means we have the freedom to select the best investments for our clients from a vast universe of options. Our mission is to provide you with the utmost choice, flexibility, and independence when it comes to your financial goals.
Registered Investment Advisor (RIA): As a registered investment advisor, we uphold a fiduciary duty to act in your best interests. Our advisory services encompass personalized financial planning, investment management, and wealth-building strategies. We are regulated by the Securities and Exchange Commission (SEC) or state securities regulators, ensuring strict compliance with industry standards and regulations.
Advantages of the Signature Hybrid:
Are you ready to explore the benefits of a hybrid independent broker/dealer and RIA?
Contact us today to schedule a consultation and embark on your path to financial success.