We Serve You Through a Collaboration with the Industry’s Top Leaders
Ascentis Independent Advisors offers critical support to help Tinker Capital operate smoothly. The group equips us with back-office overseeing and management through advanced technology. Our partnership with O.R.G. enables us to focus on providing personal attention to our clients.
A third party investment consultant, Ascentis Asset Management is made up of experienced research analysts who monitor the capital markets in real time. With strategic guidance regarding security selection and asset allocation, Wealth Shield guides us in managing your investments based on evidence-based strategies that adjust for the market environment.
Charles Schwab is a premier custodian for independent Registered Investment Advisors, providing a secure, institutional-grade platform for safeguarding client assets and supporting advisory practices. Through Schwab Advisor Services, advisors gain access to robust trading and settlement capabilities, comprehensive account reporting, integrated technology tools, and dedicated service support—helping streamline operations while enhancing the client experience. Schwab acts solely as custodian, enabling advisors to maintain full investment independence while leveraging the strength, scale, and security of a trusted financial institution.
Envestnet is a leading wealth management technology platform designed to help independent advisors unify, simplify, and scale their practices. Through an integrated ecosystem of portfolio management, trading, reporting, billing, CRM, and planning tools, Envestnet empowers advisors to deliver more personalized, data-driven financial advice at scale. Its open-architecture platform connects custodians, investment solutions, and third-party technologies into a single workflow—enabling advisors to streamline operations, enhance client experiences, and focus on delivering better financial outcomes.
If you want to go fast, go alone. If you want to go far, go together.
African Proverb
Customized Portfolios
Seamless Operation
Tailored Solutions
As a team, we are proud to deliver innovative wealth strategies and quality expertise to best serve the needs of our clients.
Sound Like the Kind of Team You’re Looking For?
Let’s talk about how we can improve your financial strategy.