* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Your Partner Behind the Scenes
Reimagine growth this is driven by scalable resources, empowering effective teams, transforming your practice.
Clients today expect more from their advisors.
Clients are asking for more services, more advice, and more value. Focus Advisor Solutions equips established firms, startup RIAs and CPAs to meet the demand through access to the expertise and resources of one of the industry’s largest RIAs.
90% of outsourcing advisors report client relationships becoming stronger after outsourcing.
Learn more about how Focus Advisor Solutions’ extensive expertise and resources can enhance your client service capabilities today.
Maintaining Ownership While Gaining Big-Firm Capacity
As a service TAMP provider, Focus Advisor Solutions supports established firms, startup RIAs and CPAs on their journey to building their dream practice. We help advisors access the infrastructure and broad ecosystem of specialists and resources of a larger organization while maintaining ownership of their firm. As an extension of your team, we work as your partner behind the scenes to deliver a deep wealth management platform supported by a robust suite of advisor outsourcing solutions including:
- Outsourced investment management solutions
- Advanced planning
- Advisor practice management
- An integrated advisor technology platform
- Extensive back-office support to streamline advisor operations
- A portfolio management platform for advisors
Where flexibility meets ownership - your brand, your clients, your business.
The Necessity of Infrastructure.
Stretched and inaccessible operational resources can leave advisors overwhelmed and productivity suppressed. Focus Advisor Solutions’ support capabilities are designed to preserve quality and control, offering advisors access to tailored services aligned with their existing operating model. As a turnkey asset management platform with robust back-office solutions to reduce advisor operational burden and outsourced investment management solutions, we help enhance the wealth management experience for both advisors and their clients – enabling firms to dedicate more time to clients while driving scalable growth.
Outsourcing may be the right fit if you:
- Are dedicated to giving your clients the highest level of service and want a partner to help you maximize your time to do so.
- Believe that a holistic wealth management approach can help clients reach and enjoy their goals.
- Believe in implementing financial decisions based on investment research. Our approach focuses on building a portfolio with the goal to increase the probability the plan will be successful.
Scale With Confidence.
If your firm is interested in expanding your offering to include wealth management capabilities – it doesn’t require developing an internal team from the ground up. While enabling you to maintain ownership and flexibility, Focus Advisor Solutions’ partners with you to deliver high-touch, experience-based support, sophisticated training tools and a deep wealth management platform supported by a robust suite of advisor outsourcing solutions including:
- An integrated advisor technology platform
- Extensive back-office support to streamline advisor operations
- A portfolio management platform for advisors
Just like your clients, every advisor is unique.
We go beyond the traditional TAMP provider model by offering a competitive toolbox of comprehensive, personalized services that support every stage of an advisory firm’s lifecycle. Learn more about the power of partnership today.
