Who We Serve

Investment Advisor Representatives

Advisors look to EverSource as an RIA platform that supports their commitment to planning-centric investment advice, provides a culture that helps people focus on their unique strengths, and delivers expertise in faith-based and impact investing. EverSource advisors have a desire to integrate their faith and values into their business and benefit from an environment that supports their efforts to encourage their clients in the areas of stewardship and life impact.

Breakaways

For advisors ready for independence, the EverSource platform empowers you with the tools you need for success. You’ll be equipped with:

• Competitive compensation

• Ownership of your own book

• Firm as PM and advisor as PM models

• Access to SMAs and asset managers

• Integrated tech stack built for today’s virtual world

• Faith friendly compliance

Independent Advisors

Many advisors who have already taken the first steps toward independence eventually find themselves in a firm where their values aren’t aligned with their firm’s business practices. The EverSource platform offers you:

• Values alignment

• Faith-friendly compliance

• Culture of faith-driven advisors

• Growth partnerships

• Practice management support

RIA Firms

EverSource Wealth Advisors works with other RIA firms from startups looking for help to large firms seeking customized OCIO and TAMP services.

Portfolio Management

This service model provides access to Black Diamond portfolio management software.  It is designed for start-up and small RIAs who want to outsource performance reporting and billing and desire to provide their clients with a high-quality portfolio management system and client investment portal.

EverSource Asset Management Program

EverSource’s turnkey asset management program (TAMP) is a cost-effective solution for outsourcing investment management and accessing third-party models such as Vanguard, Nuveen ESG, Blackrock and DFA. The program also offers the option to utilize EverSource as an outsourced chief investment officer (OCIO) to custom-design faith-based model portfolios.

Full Service

The comprehensive outsourced RIA platform includes asset management, our proprietary technology package, back office support, and compliance services.  This model is designed for maturing RIAs with $50mm+ in assets under management. The platform equips advisors to grow and scale profitably, add virtual support staff, and require a fully integrated and scalable tech stack.