Independence
Through our alliance with Cambridge Investment Research, Inc., The Independent Grid provides advisors resources aimed at promoting efficiency and growth so they can achieve the kind of success they envision for their business.
Our team of in-house marketing, business development and administrative support will allow you to spend more time doing those business building activities you would prefer to do, and less time mired in administrative tasks.
Freedom
It’s why you became an advisor.
Your client’s needs are vast, so should your ability to service those needs. Whether its access to a broad spectrum of investment solutions or technology infrastructure, The Independent Grid, provides you the ability to run your business, your way.
We provide you with the freedom and flexibility to determine where you want your business to go and how.
Service
The only true element of our industry that we can fully control – a commitment we take very seriously.
At The Grid, we are committed to thoroughly understanding the needs of your business and delivering timely and accurate solutions.
Who We Serve:
Solo Practioner
Gone are the days of having to go it alone.
There are only so many hours in the day. Let us help you do more of what you want and less of what you don’t.
Small Team Ensembles
Independence. Flexibility. Service.
As your team grows, so does the needs of your business. Our team is uniquely positioned to provide the support you need through every stage of your business’ evolution.
Advisors Seeking Exit Strategy
Ready to enjoy the fruits of your labor?
You’ve spent years building your practice and now you want to enjoy the good life but aren’t sure how to make the transition. We can help.
Learn How to Make the Move
Download our new guide Making The Move: An Advisor’s Guide to Changing Firms or Going Independent to obtain a roadmap for what to expect if you are considering transitioning into the independent space or to a new firm altogether.
Independence
Having the autonomy to run your business, your way.
Freedom
With no proprietary product or production quotas, you have the freedom to pursue solutions best suited to your needs.
Service
We are committed to understanding your needs and delivering timely and relative solutions.