Assets Under Management Programs

Whether you choose to be an IAR within an institutional RIA or manage your own State or SEC supervised Registered Investment Advisory Firm, BIMS can match you with a robust advisory platform tailored to the needs of the insurance centric but holistic financial advisor.

BIMS maintains an exclusive collaboration with Brokers International Financial Services LLC, an SEC supervised Registered Investment Advisor and FINRA member broker-dealer. Qualifying clients of BIMS can access a wide variety of individually tailored services for investment advisory or securities based client solutions.

Fully Managed Investment Advisory Solutions:

Retirement Ally: A proprietary “rules based” actively managed suite of advisory account solutions ranging across a broad range of risk profiles. Retirement Ally combines TD Ameritrade custody for client comfort, with both internally and externally managed accounts. Participating IAR’s or contracted RIA’s can select from active management by one of the world’s largest asset managers as well as individually directed accounts by Brokers International Financial Services LLC own portfolio managers and analysts. Combined with Bridge Portfolio Services for timely and accurate performance reporting and some of the most cost effective fully managed platforms in the independent channel Retirement Ally makes it possible to achieve your practice goals for AUM growth and bottom line business results. 

While you concentrate on client acquisition and service the Retirement Ally Advisory Platform handles the opening of accounts, reporting, trading and rebalancing, and fee billing.

For a free downloadable “white paper” detailing how Retirement Ally can benefit your clients and your practice simple click below or call us to schedule a personal coaching call to learn more about AUM solutions.

Click here to complete the prequalification form.