We’re Committed to Your Success
Breaking away isn’t nearly as difficult as you may think. We’ve helped many before. Whether you’re coming from a wirehouse, an independent Broker/Dealer, or another RIA, PCS Advisors is here to help in your transition.
We will assign a dedicated transition team who will work with you through all of the details of your onboarding. A transition has many action items, and we will manage the process for you. You will be fully engaged throughout the entire process. We strive to deliver white-glove, concierge-level service assisting with the small things and taking care of the big things, to make your transition as seamless as possible so that you can focus on growing your business.
We take a customized approach to your move, including adhering to any contractual obligations you may have. We have a leading-edge suite of personal solutions from technology services – prefilling forms to e-signature to portfolio management to rebalancing and proposal generation – to compliance oversight.
We make it easy to conduct your business through PCS Advisors.