ae and global financial private capital

A Fully Integrated Partnership

We realize every advisor has a unique business model that requires unique solutions. That’s why THE
COMPLETE ADVISOR® BOOT CAMP doesn’t provide a cookie cutter, “one size fits all” approach. Instead, we offer multiple solutions that can be customized to satisfy the needs of your practice.

We will clearly show you the pros and cons of each business model, and since we have no hidden agenda steering you in a particular direction in the interest of OUR BUSINESS, we can help you make sound, wellinformed

We offer the following:

MANAGED MONEY SOLUTIONS
The D.I.A.S. managed money program is a highly-effective approach to actively managing money to help improve returns and minimize risks. Global Financial Private Capital’s (GFPC) four Core Managed Portfolios, together with a number of optional Personalization Portfolios, are built to meet your clients’ needs now and into the future – capitalizing on opportunities as they emerge in an ever-changing marketplace. The head of the GFPC Investment Management team has been successfully managing money for over 40 years. FPC’s aim is the preservation of principal via diversification and actively adapting to market cycles. More mportantly, this program is not an IMO-designed, kneejerk reaction to the asset gathering opportunity before us. GFPC’s money management process has been institutionally-validated as they manage money for clients like Morgan Stanley, Smith Barney, Charles Schwab, RBC, R.W. Baird, First Trust and numerous Pension Funds and Trusts. Your clients deserve to have their money managed in the same manner as the country’s largest financial institutions, and through GFPC, now they can.

RIA SOLUTIONS
Should you decide that being a stand-alone RIA is the best solution for your business, we offer a complete array of services to support your decision: support in establishing your RIA firm, compliance support including annual mock audits, a relationship with one of the largest clearinghouses in the country and multiple money management solutions.

IAR SOLUTIONS
Some advisors, often those with a smaller support staff, decide they would prefer to become an IAR under a RIA firm. Typically, this option is best suited to those wishing to focus their time on client acquisition and relationships. If this is the direction you choose, our relationship with GFPC will provide you with all the tools necessary to become a successful IAR. You will have complete access to the NFS (Fidelity) trading platform, the D.I.A.S. money management

REGISTERED REP SOLUTIONS
For years, many registered reps have found themselves looking for more from their Broker Dealer. If you’re looking for a Broker Dealer who truly “gets it” and offers real value and resources for the growth of your business, then look no further. We can meet all of your needs through our Broker Dealer – GF Investment Services, LLC, Member FINRA/SIPC.