An RIA Guide to Becoming a Trust Provider
Learn how you can keep wallet-share and grow your business with the right trust partner.
If you run an RIA, you are fighting off more competition now than ever.
That’s because wealthy investors are moving their assets into full-service wealth management shops that offer both investments and trust services. Increasingly, investors want one provider who can manage all their financial affairs.
The best way to keep your existing clients, grow wallet share, and win new clients is to beat your new competition at their own game.
Hear from other RIA firms
With help from Cheetah, F.L. Putnam Investment Management and other leading RIA firms are building generational success.
"Offering trust gives the RIA another service line, which makes the client very sticky. If you don’t get into the trust business, you risk having your clients stolen."
Melissa Sommer
President and CEO of Darwin Trust Company, which is owned by F.L. Putnam