ASWM is both a TAMP and an RIA

When advisors think of TAMPs, they typically think of a “tech” platform that throws together several 3rd party managers and SMAs (seperately managed accounts) onto a platform that has “billing, trading, and reporting.”

While most of the time the above is true, a TAMP can also be an RIA (even though it may have no IARs (independent advisor representatives)).

Advisor’s TAMP is brought to you by an IRA (www.advisorsharewm.com) that has multiple IARs. So, in the TAMP space it’s somewhat unique.

The reason the founders of AdvisorShare Wealth Management (ASWM) decided to offer TAMP services for other RIAs to use is simple, they believed that their AUM platform, with oversight from Joe Maas, was such a unique offering that other RIAs would want access to for use with their clients.

Also, most RIAs that do NOT do their own billing, trading, reporting DO NOT like the tech platform they are using (Orion for example). Advisor’s TAMP has a killer tech platform that advisors will love! To learn more about our tech stack, click here.

Most small to medium sized RIAs do NOT have their own Chief Investment Officer. And those who may have one (and no offense to them if they do), do not have someone of Joe’s caliber helping vet 3rd party managers and put together multi-manager portfolios (ones that are designed for superior risk/adjusted returns).

We invite you to sign up to learn more about this unique TAMP as well as the 3rd party managers available and the pre-made and professionally managed multi-manager portfolios.