RIA Set Up and Transition Consultant

Advisor Solutions

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Cut the Cord

Breaking Away From Wall Street

The sophistication of a Wall Street firm without the bureaucracy.

COSYNTRIS offers the expertise and resources you will need to start your own firm. Unlike other advisory networks, our RIA set up and transition team offer a better way to manage your practice—one where you’re in control of how you serve your clients. Our structure supports entrepreneurial, self-directed, growth-oriented advisers who want to be in charge of their own success. Our partner firms keep 100% of the net revenue of their existing practice, and control costs through the Cosyntris Network.

expand your growth opportunities

If you’re ready to take the next step, we have the solutions.

Leverage our technology platform

Robust & Ever-Evolving Web-Based Technology Suite

We’ve conducted the due diligence for you and integrated a scalable technology suite that can be customized to your needs. Our platform includes easy-to-use, real-time, cloud-based tools to offer an optimal adviser experience and flexibility for clients.

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Unparalleled Industry Connections

Join a community of like-minded advisors.

COSYNTRIS offers unparalleled industry connections to the industry’s top advisors. Our management team has vast industry experience working for large financial institutions.

A Shared Vision

Our partnership is built on client focus, collaboration, and a shared vision.

COSYNTRIS has a local, personal, boutique culture based on trust and synergistic partnerships. We are a small, nimble firm that listens and responds to partners in order to evolve and innovate. We’re looking for “win-win” partnership scenarios, because that’s how we’ll be collectively successful.

Your Own Identity

COSYNTRIS focuses on offering independence through a small peer community.

By joining our advisory network, you can leverage the benefits of COSYNTRIS and maintain your own brand identity. This includes your own name, logo, brand standards and client base.

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Let’s talk

 

Whether you’re starting your own firm or growing your existing one, our advisor solutions can help you achieve your goals. We strive to be your comprehensive RIA & business partner. Tell us a little bit about your firm and COSYNTRIS will reach out to discuss your options.

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