Via GT Securities, investment advisors on our RIA platform can better serve clients in a number of unique and powerful ways:
For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure and licensing allows for a more holistic “personal wealth plus business wealth” approach to client services and value-add.
For business owner clients and prospects, dually licensed investment advisors (Series 65) and investment bankers (Series 79) on our platform can:
Via GT Securities and via our affiliation with Proteus Capital, our investment advisors have access to high profile, difficult to source private investments with unparalleled convenience and trust, including opportunities from fund managers with strategies ranging from:
GT Securities is a FINRA / SIPC registered, full-service investment banking platform on which over 100 Independent Investment Bankers, M&A Advisors and Institutional Financiers transact deals.
Over 300 transactions, representing an aggregate deal value of greater than $4.5 billion, have been completed on our platform.
GT Securities bankers:
Learn more at www.gtsecurities.net