ADVISORY CONSULTING

Benefit From Expert Advice to Enhance and Grow Your Wealth Management Business.

Regardless of your position in the industry or your role in the wealth management ecosystem, you have the opportunity to improve your performance.

FDx Advisors offers comprehensive consulting services to assist your firm in achieving its goals. Consulting services provide objective and thorough recommendations leveraging one of the most comprehensive research processes in the industry. We can provide additional experience, best practice industry knowledge and the necessary skills to help you deliver successful investment solutions.

Services available include both firm-level and advisor-level consulting. Firm-level services focus on enhancing the business within the overall goals and investment philosophy of the firm. Advisor-level services take into account the goals and philosophies of the firm, with a specific focus on helping you successfully meet the unique needs of specific client accounts.

Key services available from FDx Advisors include:

  • Assessment of current programs and recommendations on supplemental or new offerings
  • UMA program customization
  • Advisory program development and enhancement
  • Overlay management and discretionary services
  • Manager due diligence and selection
  • Advisory collaboration on customized asset allocation for your most important clients
  • Investment research strategy

Gain access to highly experienced, credentialed resources to advise your team and improve both business performance and client performance. Contact FDx Advisors today.