Company of America, an independent technology and custody provider
for RIAs, announced today that it has entered a strategic relationship
Advisors Corp. (IAC), a Registered Investment Advisor with more than
120 investment advisor representatives nationwide.
The new alliance will give IAC advisors access to custody services and
Trust Company of America’s single application technology platform, one
of the most advanced model-based trading platforms for growth-oriented
advisors who utilize model-based trading and who recognize the value of
technology to increase operational efficiency and enhance customer
experience. IAC advisors will also have full access to Liberty, a
fully-mobile technology (web or app) that provides anywhere/anytime
access to account information and reports, transforming the way
investors and advisors conduct business.
“This partnership elevates our game and enhances what we can do for our
advisor clients and their investors,” said Michael Sherzan, President
and CEO of Investment Advisors Corp. and chairman of the firm’s parent
company, BDFSC Holdings Corp. “More and more, we are seeing strong
growth among our independent advisors, and our work with TCA will enable
us to put a greater focus on the RIA market.”
Investment Advisors Corp. has seen strong growth in recent years with
its team of RIAs who provide fee-based advisory, financial planning and
comprehensive asset management services to individuals, corporations,
endowments, foundations, high net-worth investors and other clients. As
a privately-owned registered investment advisor (RIA), the firm prides
itself on providing advisors with the comprehensive support and tools
they need to help their clients achieve their financial goals.
IAC is also championing new initiatives internally to improve work flow
and efficiency throughout the organization through the Baldrige
Performance Excellence Program. TCA has embarked on a similar effort
using Lean Six Sigma, a management strategy born in the 1980s to help
drive increased process improvement.
“We are excited about this alliance with Investment Advisors Corp,” said
Josh Pace, Senior Vice President of Business at Trust Company of
America. “We share a similar vision and values, and our technology
platform and hands-on consultative services for advisors can help IAC’s
IARs achieve exponential growth in their businesses.”
About Trust Company of America
Trust Company of America is the only independent RIA custodian offering
fully integrated, real-time technology and back office services built
exclusively for RIAs. Headquartered in Colorado, TCA has been helping
RIAs optimize their portfolios by improving the scale, efficiency and
sophistication of their trading for nearly 20 years. For more
information, please visit www.trustamerica.com.
About Investment Advisors Corp.
Since 1996, Investment Advisors Corp. (IAC) has supported investment
advisor representatives in their service of the diverse financial
planning and investment management needs of their clients. Headquartered
in West Des Moines, Iowa, IAC is currently registered in 47 states and
the District of Columbia. Our experienced home office team currently
supports more than 120 advisors. For additional information, call (800)
352-5634 or visit www.investmentadvisorscorp.com.
For Trust Company of America
Investment Advisors Corp.
Investment Advisors Corp.
Source: Trust Company of America