Advisors

We make your life easier

What is your time worth?

 

As an advisor, you have limited time to accomplish all the tasks necessary to run your practice.  Working with Drawbridge Wealth allows you to out-source your portfolio management so you can focus on gathering assets and building your client relationships. 

With access to five custodians, we can trade your client accounts in our existing rules-based models or create a customized strategy just for you and your clients. Our services include rebalancing the models.  Fees are charged on assets under management (AUM) so there is no up-front cost to start.

Do you need more support?

Join Capital Markets IQ (CMIQ) to get access to compliance, custodian platforms, insurance and business specialists, and more.  Visit the CMIQ website to learn more.