Platform Partner
We have contracted with SMArtX Advisory Solutions to provide RIAs and their Advisors access to our WealthTrust DBS Portfolios. www.wealthtrustam.com
On this platform you will also have access to the Intelligent Allocation Portfolios which provides tactical ETF strategies using comprehensive Trend Analysis Program Methodology
Our promise of service
We are frequently asked why we named our Advisory Service Platform 925. A minimum of 92.5% of silver alloy is required to call a metal Sterling. While metal content may only require 92.5%, we constantly strive for 100% service satisfaction.
Disclosure
925 Advisory (“925”), is a business channel of the Firm and operates as an Advisory Services Platform to Investment Advisers for asset management, portfolio model trading and certain back-office services. The company has contracted with a UMA technology and turnkey asset management platform provider which will allow Adviser access to specific models and model managers, including the WealthTrust DBS Portfolios.
Like third-party asset management relationships, clients of Sponsored RIAs remain the client of the Sponsored RIA. And while the Sponsored RIA’s clients may be invested in WealthTrust DBS Portfolios through the SMArtX platform, the Firm will not have discretion of or access to the Sponsored RIA’s client accounts.
925 Advisory is a DBA for WealthTrust Asset Management, LLC, a Registered Investment Adviser. Additional information about the company is available on the SEC's website at www.advisoryinfo.sec.gov
The company's CRD number for a SEC site search is 174901.