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Why have some of the top financial advisor in the West left behind larger firms to join our boutique broker-dealer?   Quite simply, because we don’t expect the caliber of professional we seek to conform to our prototype:   We tailor our services to fit the needs of our representatives.

What distinguishes Investment Architects, Inc., from others is not just the exceptional quality of our representatives but the extraordinary service we provide them. If you can imagine a broker-dealer willing to customize its services to you – giving you the support and protection you need, with the flexibility you want – you should learn how we can help you.

Along with the usual approved mutual funds and variable products, Investment Architects, Inc., has a limited “specialty” approved product list, often including local investments.   We work with a large list of money management programs – including hedge fund managers who can provide your clients with strong growth returns in up or down markets.  This is an area often overlooked by financial planning firms, but which appeals to many sophisticated investors.
 
You also have the option of using our registered investment advisor company, Resource Investment Architects, Inc., or your own RIA.   As one of our reps, you would have access, at cost, to consolidated client reporting via Albridge Solutions, simplified form completion using Laser Apps, and signature guarantee stamps for ease of account transfer.

Resource Investment Architects works with Fidelity Institutional, our primary custodian, and also with Charles Schwab and Co. and Lockwood/Pershing. Investment Architects clears its stock and bond trades through Wedbush Securities.

We’ve created an intimate, personal company, profitable under the same management for 20 years. We’ve been around for a long time, and we intend to be around for a long time.

Please e-mail us here if you would like to discuss our services, fill in this  Inquiry Form or just call us at 800 655 7861.  Please be assured that any information given to us will be absolutely confidential, and not disclosed to anyone without your permission.




 
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