Our Partners
SECURITIES AMERICA - OVER 30 YEARS OF SERVICE TO FINANCIAL ADVISORS AND THEIR CLIENTS
At Securities America, we pride ourselves on providing exceptional service. That means we focus on doing business in a friendly, efficient and effective way, and our Midwestern work ethic drives us to go that extra mile to ensure the expectations of our advisors and their clients are being met. With more than 2,000 financial professionals nationwide, everything we do revolves around helping them deliver the best financial products, services and financial counsel to their clients.
We believe the independent support provided by our financial professionals plays a vital role in people’s lives. We’re proud to foster that independence, and we’re passionate about providing user-friendly, customer-driven technology, professional development resources, and extraordinary service that allows our advisors to excel.
"We frequently challenge our assumptions by asking ourselves, "would we recommend this to our family members?" ~ Jim Nagengast, CEO & President Securities America(Photo Credit)
THE ARBOR POINT ADVANTAGE - BRINGING YOU THE BEST OF ALL WORLDS!
Arbor Point Advisors brings independent advisors the best in technology, practice management and growth programs from industry thought-leaders Securities America, Orion Advisor Services and custodians with highly recognized consumer brands.
Arbor Point Advisors' unrivaled technology platform, provided by Orion Advisor Services, offers electronic new account processing, advisory fee billing, performance reporting, model rebalancing and trading, advisor-branded web access and mobile apps, business metric reporting and systems training and support.
Our compliance and supervision program provides a holistic, risk-based approach to compliance through access to seasoned industry professionals and leading technology. Our team of experts will ensure your office stays current with the most recent regulations enacted at the state and federal levels.
Arbor Point Advisors offers a deep well of programs and products, fostering your success with robust advisory programs, a flexible asset management platform, an extensive list of approved products, separate account access with an open-architecture managed account platform, direct access to third-party money managers and financial planning — one of the fastest growing segments of the financial services industry.