P.O. Box 3752 Redondo Beach, CA 90277, United States
PFI Advisors provides “white glove” transition support for billion-dollar breakaway teams that feel they already have the scale to start their own RIA without partnering with the national platforms that are currently out there.
For existing RIAs, PFI Advisors is available to consult on many of the operational and strategic issues facing larger firms as they continue to grow and need scale. This could include:
For years, large wirehouse teams have looked at the RIA model as something aspirational, but have held back because of the lack of economic solutions for large teams and the growing complexity of the operational infrastructure for building an RIA. As you can see below, there are many options available to......
Service areas include: Pre-merger Post-merger Wirehouse acquisitions ...
As RIAs grow, they oftentimes add duplicative technology and their back office turns into an overcomplicated web of systems. PFI Advisors can help you simplify and consolidate your RIA’s infrastructure to optimize integrations, workflows, and functionality. Service areas include: Technology assessments Vendor due diligence Technology conversions Opening new office locations ...
At the conclusion of an engagement, whether it be an RIA set up, technology implementation, M&A integration, etc., many clients have requested continuing advice, counsel, and coaching as it pertains to the recently completed project. PFI advisors is happy to offer Retainer Services, typically renewa...