Advisory Services

Flexible support for fee-based business.

 

Launched more than 20 years ago — and growing ever since — Cadaret, Grant Advisory Services manages over $3.4 billion through our sponsored asset management platform, and over $4.4 billion when third-party platforms are included.

 

The flexible structure of Advisory Services lets you service clients and offer products as you see fit. Programs include:

 

Contour

Contour offers advisors a comprehensive platform built on industry leading technology, powered by Envestnet. The Contour program has four core platforms:

TIMS

Representative as “portfolio manager” program that leverages Black Diamond’s core technology and offers advisors maximum control over a fee-based asset management program.

In 2014, Cadaret, Grant partnered with Black Diamond to offer advisors a cutting edge technology platform for their advisory accounts. Black Diamond is a Web-based portfolio management software enabling advisors to manage client’s investments, monitor portfolios with advisor reporting, and create modern, client friendly reports. Black Diamond serves two main functions for TIMS accounts, reporting and trade file creation.

Black Diamond functionality includes:

Third-party

Representative as “asset gatherer & relationship manager” with money management being provided by a third party, such SEI, Morningstar, Assetmark and Curian.

 

Consulting Services

Representative can provide financial guidance or a plan using approved software for an hourly or flat fee.