TAMP Advisory Solutions provides a turn-key Total Asset Management Program (TAMP) for advisors, acting as Investment Advisor Representatives (IARs) with our firm, which includes front, middle and back office services. As for Custodians, we currently have contracts with Charles Schwab and Interactive Brokers but could work with the custodian of your choice as their requirements allow. Our current contracts include both the client and/or the advisor absorbing client transaction costs.
We offer the freedom for you to set up your practice and provide you with the support and open architecture you may be looking for. As an IAR with our firm, you are able to help manage your client’s assets with their best interest as your focus; you are not limited to specific products or managers. You are your own boss, acting within compliance guidelines set by the SEC.
Through our company’s asset management division, WealthTrust Asset Management, we offer nine DBS investment strategies, or “sleeves,” blended into standard portfolios, or which can be combined into custom portfolios to best meet your client’s specific needs. Although, our advisors have found that we have helped grow their business through our joint DBS marketing efforts, utilizing the DBS strategies is up to you; there is no obligation from our advisors to incorporate the DBS strategies into their practices.
Independence simplified. Isn’t it time you set sail and chart your own course?
Company Details
- Employees
- 1
- Founded
- -
- Address
- 4458 Legendary Dr, Destin,florida 32541,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mytamp.com
- HQ
- Destin, Florida
- Competitors
- Simply Paraplanner.
Tamp Advisory Solutions Questions
Tamp Advisory Solutions's website is http://www.mytamp.com
Tamp Advisory Solutions's LinkedIn profile is https://www.linkedin.com/company/tampadvsolutions
Tamp Advisory Solutions has
1 employees.
View email and phone details for 1
employees at Tamp Advisory Solutions.
Tamp Advisory Solutions's industry is
Financial Services
Tamp Advisory Solutions's top competitors are
Simply Paraplanner.
Tamp Advisory Solutions's categories are Financial Services
Tamp Advisory Solutions's founding year is 2018
