PlanRock works with Small to Mid-Size Financial Advisors with assets from $20-$300 Million.

These advisors enjoy the freedom of being an independent financial advisor but with the resources of a large due diligence staff with a combined 67-year veteran team.

How can an independent financial advisor grow their business to unprecedented levels?

By outsourcing investment management tasks such as research and due diligence, investment models for every objective, rebalancing, performance reporting and portfolio, market and economic commentary.

  • More time for exceptional service with existing clients resulting in more assets and referrals
  • More time for prospecting
  • More time with family and friends
  • More revenue and RIA valuation
  • More peace of mind and less stress
  • Aid and guidance in your fiduciary responsibility

Top reasons why independent RIAs are moving to an Outsourced CIO model – OCIO

  • Utilize the best use of your time
  • Improve client results – performance, relationships, service
  • Improve credibility – Larger team approach and presents
  • Less stress for you and your clients
  • Focus on accelerating the growth of your business
  • More control over your financial advisor practice
  • Spend more time with your clients or family
  • Smaller firms can compete with large firms
  • Improve your net profit vs hiring staff to complete the same tasks
  • Improve client retention