Octavia Wealth Advisors is an RIA focused on building lifelong partnerships with its clients. After 30 years in the broker-dealer space, the partners at Octavia decided to go independent. In order to accomplish this switch, they needed a powerful wealth management platform configured to their specific needs to meet their fiduciary duty to their clients.
To help clients fund their retirement savings and offer investment options that are less correlated – or in some cases uncorrelated – to public markets, many advisors offer private investments to their clients. Read more.
July has been an exciting month for our team – we celebrated 5 years of working with growth-oriented RIAs. We now serve 24 clients and have $12 billion in AUA on Envestnet’s enterprise platform.
News of advisors breaking away from wirehouses, banks, or broker-dealers makes regular headlines in the financial press. But if they leave to join an independent broker-dealer, are they really breaking away and achieving real freedom and independence?
By outsourcing the investment and technology management to ORG Partners and LibertyFi, CenterPoint has been able to scale its business while continuing to satisfy clients.
Our client, Rehmann Wealth, is a professional advisory firm employing nearly 900 associates. They have implemented the use of Envestnet Analytics, to help better understand their business operations, gain and share valuable insights with executives and advisors, and improve performance by making decisions based on up-to-date, accurate information.