Manage For Success

"It wasn't easy, but I don't regret one minute of it."

Christopher Van Slyke, Partner and Co-Founder, Trovena, LLC

Christopher Van Slyke

Let's talk. Even if you’re not 100% sure which path is right for you, we can help you think through your options. And if you've made up your mind, we want to help you make the best decisions for you and your clients.

Transition with confidence and increase your potential

We understand that becoming an RIA is a big step in your career, and we've helped transition thousands of advisors like you. Working with us, you will be able to make informed strategic decisions around how to invest in your business to ease the transition and build enterprise value from day one. In fact according to a study in 2014 by Envestnet, 77% of advisors who moved to an independent business model said they were better off financially.* 

Once you're up and running, our support doesn't stop. We dedicate all of our resources toward understanding where you're coming from, and where you're going so we can bring you support, tools and resources needed to help you ensure your business thrives.

*Envestnet, Compendium of Industry Trends, April 2014.

Call one of our
Transition Consultants at
(800) 934-6124

It doesn't matter where you are in your decision process. We'll work with you one-on-one to address your questions, think through your choices, and help you get answers you need. 

From the moment you determine you want to make a change, we're committed to you every step of the way.

Contact Us