Unbiased investment solutions to help you serve your clients
As today’s investors seek broad-based solutions tailored to their specific goals and objectives, it is critical for Advisors to provide access to an open investment and financial product platform. A limited scope of product choices can make it difficult to offer the creative solutions your clients seek. Our broad, open-product platform helps to ensure access to the appropriate solutions to address your client’s needs and places you in a highly competitive position within the industry.
13,000 mutual funds
A wide range of options to fit any combination of needs.
180 annuity products
Both fixed-rate deferred, immediate, and index annuities from nearly 10 different carriers.
730 separately managed accounts
Hundreds of separately managed accounts provide unmatched flexibility.
Robust retirement plan solutions
Help your clients work efficiently toward a healthy and timely retirement.
Life, disability and long-term care insurance
Give your clients the peace of mind that they won’t have to worry about finances should something unexpected happen.
AVANTAX WEALTH MANAGEMENT SERVICES
An advisory platform that sets you apart
When you obtain your Investment Advisory Representative (IAR) registration, you are able to offer advisory products and services to your clients. The positive impact a fee-based advisory business can have on your practice is undeniable, so we have built a model that provides you access to an exclusive advisory platform. We continually evaluate traditional and non-traditional investment solutions to ensure you have a product shelf full of the best models in the industry.
This Advisor-managed platform gives you the flexibility to hold multiple investments in a single account – stocks, bonds, exchange-traded funds (ETFs) and mutual funds. Ongoing portfolio monitoring and performance reporting empowers you to stick to a disciplined maintenance schedule.
This Avantax Advisory Services℠ managed discretionary model enables you to delegate investment management to the home office. You will have access to approved mutual funds and ETFs. Automatic rebalancing ensures the portfolio is invested according to objectives.
Safeguarding your clients and their assets
Preparing for the unexpected is one of the most important aspects of financial services, but can also be one of the most complex. Determining how much coverage your client needs to protect their loved ones in their absence, supplement income needs in the event of a disability or protect a business requires specialized knowledge. And it relies on an in-depth and comprehensive understanding of your clients’ financial picture to help ensure the coverage you select is not only adequate for their needs, but represents the best cost-for-value.
Exceptional securities and brokerage clearing services
Our strategic business alliance with one of the nation’s leading brokerage clearing institutions, National Financial Services LLC (“NFS”), a Fidelity Investments® company, is another affirmation of our commitment to you and your clients. Through this strong relationship, we offer comprehensive investment servicing, including: full service brokerage business, extensive training, dedicated home-office support, and leading-edge technology.