Part of our adherence to offering our clients the very best in services and products sometimes involves our engagement with outside service providers. These Fellows Financial Group Partners have been exhaustively investigated and tested before our clients even hear about them, ensuring that there is zero disruption or variance in our client approach. Each has an outstanding industry reputation and long-standing, gold-star service line-up. We constantly monitor and evaluate these relationships and are confident in their value-adds to our clients.
While we partner with several corporations, there are two that stand out as primary providers. These are Wealthcare and LPL Financial described below.
After extensively reviewing all investment management platforms available in the marketplace, Fellows Financial Group selected Wealthcare Capital Management. This international investment management company was founded in 1999 and is known for its patented, goals-based wealth management software platform.
Wealthcare Capital's cutting-edge technology and sophisticated infrastructure are tools for the company's mission: transformational wealth management that replaces daily worries with lifelong confidence and achievement.
Wealthcare Capital designed every aspect of its organization to create lasting, positive change in the financial services industry.
Choosing a financial services partner was one of Fellows Financial Group's most important decisions. We reviewed countless options, and ultimately chose LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
LPL Financial supports Fellows Financial Group in helping our clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
* As reported in Financial Planning magazine, June 1996-2016, based on total revenues.