Our firm specializes in helping RIAs and their advisors concentrate on their client relationships by relieving them of business tasks that often get in the way. We provide an Advisory Service Platform to assist with billing, reporting, trading, and asset management. And if you are looking for a compliance solution, we can help with that too.
Investment Advisory is a relationship and goal driven business. We understand this and we assist advisors increase their AUM by providing evaluation tools on Equities, ETFs and Mutual Funds. These tools will help you win new business and retain business now on your books.
Performance - Advice- Service
Performance, Advice, and Service are key to the success of our business and to yours. But success can seldom be achieved alone; it takes partnerships to leverage time. We have the experience and skills to be that partner you are looking for to succeed in this highly competitive business.
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
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.
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.
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