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Polaris Advisors would be interested in discussions regarding merging with your firm.
 
If you are currently employed by a Broker Dealer, we can offer you and your team the option to go independent. We have the legal and compliance structure, and the trading platform with Fidelity Investments established. We can provide the portfolio accounting services you need and generate your quarterly performance reports. We have the investment management process in place, with track record. We can assist you with financial planning and tax preparation for your clients. We will train you in our marketing and lead generation process.
 
You should have sufficient assets in place to support yourself while you grow your business with us. Your ethical standards must be aligned with the Fiduciary Standard, and you must be willing to work for the long term good of yourself and your clients. While we have an arrangement with a stand-by broker dealer where you can place your commission paying products, you should be looking forward to providing money management and financial planning services on a fee only basis, going forward.
 
If you are an established RIA looking to grow through merger or acquisition, we would want to see enough similarity in your practice to insure a smooth and beneficial combination. 
 
We look forward to meeting with you.
 
We thought you might find this article “Brokers may find cutting the wire their best move" in Investment News to be of interest.

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