Why Partner with TradePMR?
As former Registered Investment Advisors (RIA), we know that it’s difficult to stay ahead of the competitive changing investment environment. We understand that you need the tools necessary to satisfy your current clients while simultaneously growing and managing your business. We are dedicated to providing RIAs with exceptional customer service to solve problems in a timely manner.Your Time is Invaluable
Our online tutorials will quickly bring you up to speed on our state-of-the-art trading platform. With the initial help from our brokers, you will be making your own trades in no time. We also take care of the administrative and operational duties that come with running your business including account setup and performance reporting. That gives you more time to focus on investment strategies for your clients.
Less Restrictions, More Freedom
Our services are available to all your clients: not just those in specific income brackets. TradePMR serves an array of advisors nationwide, so we understand that different advisors have different objectives. That’s why we don’t have minimums or charge quarterly fees. This allows you to design customized portfolios regardless of the size of your client’s account.