Will you be my advisor if I transfer my accounts from the firm you were previously affiliated with?
YES! We will continue working hard for you, but and now havea larger support team so we can respond even more quickly to your needs. Being part of Alluvial provides a breadth and depth so we can focus on your financial needs.
Alluvial Private Wealth was founded by a team of experienced wealth advisors with the primary objective of putting clients’ interests first. Led by 30-year industry veteran Lars Olson, Alluvial utilizes an open architecture, non-proprietary platform, with the ability to tailor recommendations and solutions from top-of-the-line resource partners. The name Alluvial is a nod to mineral-rich alluvial soil from which great things grow.
No. There have been major shifts in the financial services industry over the last few years. With changes in technology, the ability for small firms to have access to the same (if not better) investment opportunities and cutting-edge software has leveled the playing field. For these reasons, the migration of advisors from large brokerage firms and other corporate financial institutions to RIAs (Registered Investment Advisors) has accelerated. Each year, more advisors are voting with their feet, recognizing that the independent model is better for their clients, better for their local community and better for the advisors themselves. The many advisors who have made this move before us have been resoundingly positive about the significant improvements in technology, research, security, and resources, and, most importantly, in their freedom to deliver fully on the promises they make to their clients every day.
No, your investments won’t need to change. Virtually all the investment managers, mutual funds and securities available at our prior company are also available at Alluvial. Having said that, we may want to suggest changes to your investment portfolio based on the new & outstanding list of available managers, mutual funds and investments.
