About Us
Managed Money Experts
Your client portfolio reflects the time and discipline it took to get you where you are. But now you’re ready to move to the next level – both for you professionally and for your clients - instead of giving up fees and commissions and dealing with bureaucracy.
That’s why we formed Private Asset Advisors. Our mission is to help you achieve the personal wealth-building goals of you and your clients. We provide a comprehensive product dual platform (RIA and Private Income products) to enable you to give your clients what they need and want.
Private Asset Advisors was founded on the principle that true independence from large firm bias, quotas, and control equates to higher quality, personalized service to clients.
We at Private Asset Advisors believe that being an independent representative, with a locally owned branch office, is the best way to build a strong bond between you and your clients that is based on loyalty, trust and commitment.
Mission
Private Asset Advisors provides advisors with an efficient, “all business” platform to serve clients. Our mission is to provide our advisors with the products, services, and back office support they need to provide their clients with world class advice and portfolios.
Dual Platform
Through our best in class clearing platform, our advisors have access to mutual funds, annuities, fee-based asset management, and stocks and bonds. And, our Private Income Investment offerings include Tenant In Common real estate, REITs, Funds, Notes, Debentures, and Energy investments from 80 sponsors. We have built our firm for the independent advisor who puts their clients first.
Our firm offers the experienced producer:
An advisor can grow their current book significantly with our dual platform:
- Traditional money management – Private Asset Advisors, RIA
- Private Income Investments: tenant in common real estate, REITs, Energy and other private income products (high payout on high commission) – Private Asset Group, broker-dealer
- Clients will value the wide range of top income-focused, tax-advantaged investments the advisor can bring to the table
- Advisors can grow their own brand OR operate under our brand…with freedom to serve clients they own without the big firm bureaucracy, politics, and low payouts
- Expedient local compliance approvals close business faster
With our robust dual platform, advisors can build a legacy for their clients’ wealth as well as for their own wealth by building a marketable asset in their book of clients that can be sold or passed down in the future.