Trust Company of America And RIA in a Box Announce Strategic Alliance
DENVER, April 30, 2013 /PRNewswire/ — Trust Company of America, an independent technology and custody provider for RIAs, announced today that it has entered into a strategic alliance with RIA in a Box, the industry-leading RIA registration and compliance firm. RIA in a Box serves RIAs looking to start a career in the industry or break away from the wirehouse model.
The alliance is an important addition to Trust Company of America’s Advisor Pathways program, which assists RIAs in choosing a new career direction – whether they want to start an independent RIA, join an existing one, or sell their practice and exit the market.
“The strategic alliance with RIA in a Box adds great value to our Advisor Pathways program,” says Josh Pace, Senior Vice President, Business Development at Trust Company of America. “We’re excited to partner with an industry leader to provide compliance and registration to newly independent advisors coming onto our platform.”
“Trust Company of America prides itself on delivering a superb client experience,” says G.J. King, President of RIA in a Box. “We are very excited to have the opportunity to further enhance that by providing best in class RIA registration and compliance support.”
As part of Advisor Pathways, Trust offers consulting to advisors making a significant career move. The firm provides a variety of resources to support advisors in career transitions, including back office support, RIA-branded statements, custody, technology platforms, and a simplified conversion process. Advisors also benefit from Trust’s non-competitive partnership, whereby Trust fully aligns with advisors in their growth.
Trust Company of America’s technology platform, recognized as the most advanced model-based trading platform available in the market is built for growth-oriented, advisors who utilize model-based trading and who recognize the value of technology to increase operational efficiency and enhance customer experience.
About Trust Company of America
Trust Company of America is the only independent RIA custodian offering fully integrated, real-time technology and back office services built exclusively for RIAs. Headquartered in Centennial, Colorado, Trust has been helping RIAs optimize their portfolios by improving the scale, efficiency and sophistication of their trading for nearly 20 years. For more information, please visit www.trustamerica.com.
About RIA In A Box
RIA in a Box is located in the heart of Silicon Alley in New York City and is a fast growing, entrepreneurial financial services firm, providing the leading number of registrations and ongoing compliance services to registered investment advisory firms (RIAs) throughout the United States. We take pride in partnering with our clients to establish the highest quality RIAs in the country. For more information, please visit www.riainabox.com.
Morrison Shafroth, Walek & Associates
SOURCE Trust Company of America