T2 Asset Management

CONNECT

Address:

2 Trans Am Plaza Dr., Suite 200
Oakbrook Terrace, IL 60181

Phone:

888-354-8499

Fax/Other:

630-376-6886

FINDING THE RIGHT PARTNER

 

 

As a financial advisor, your responsibility is to understand your clients and help them achieve their financial goals. Finding the right partner to help you provide qualified, unbiased advice is critical as you consider making a change. Our commitment is to provide a platform that offers the greatest flexibility and resources to better serve you and your clients.

 

 

 

 

ASK YOURSELF THESE IMPORTANT QUESTIONS

 

 

 

WHO IS HOLDING MY CLIENTS' MONEY?
Many clients are concerned about having their money held at a no-name custodian. They want the security of knowing their money is with a reputable firm they know and trust. We have partnered with Charles Schwab, the largest RIA custodian in the country, to hold our clients' assets. Schwab has been focused on the individual investor for over 40 years and has been entrusted with over $2 trillion in client assets. You and your clients will have access to Schwab's research, trading, technology, operations, account services, planning, education and business development tools. They are committed to better serving your clients and you can take comfort in knowing you have over 1,800 professionals suporting you. Sample Statement

 

 

AM I BEING REWARDED FOR MY HARD WORK?

Your relationship with your client took a long time to cultivate and develop. You should be rewarded for your efforts. Is your current firm compensating you appropriately? While many firms claim to offer high payouts, the numbers just don't add up. After taking into account the technology fees, platform fees, ticket charges, office space, insurance, etc., advisors are surprised to find the payout is significantly lower than originally thought. Most advisors that have joined us have doubled their incomes and improved their lifestyles. If you want to go to your kids' soccer games or take a vacation, you should be able to do so without scrutiny and questioning. After all, it is your business, and we treat you as our client.

 

 

CAN I USE SOCIAL MEDIA TO GROW MY PRACTICE?

As a registered investment advisor, you are a fiduciary and offer advice for a fee. You are not a salesperson collecting commissions. As such, you should not be constrained by sales rules that limit your ability to communicate with your clients and grow your business. Whether it's through email or social media, you have the flexibility to share ideas with your clients without the typical limitations placed on you by broker-dealer firms. By separating from a broker-dealer, you can remove these rigid compliance rules and focus on growing your business.

 

 

HOW DO MY CLIENTS BENEFIT?

Whether you just want some investment ideas on a particular strategy or want your clients' money directly managed by experts, you will have an open, collaborative forum in our offices. With direct access to Chartered Financial Analysts (CFA), you can have everything from indirect advice to full service portfolio management. Our experts are directly available to you, and not tucked away in some far off city writing recommendations made to cover hundreds of thousands, if not millions, of clients at the same time.

 

 

ARE MY INTERESTS ALIGNED WITH MY CLIENTS?

Determining the right investments and strategies for your clients is important. By working with an RIA, your clients have the comfort of knowing that you sit on the same side of the table as they do. The industry is moving to a higher standard, and your clients will appreciate you taking on a fiduciary responsibility in order to serve them better.

 

 

Contact us for more information:

 

Email: careers@t2asset.com