Pelorus Capital Management endeavors to raise the bar for forward-thinking advisors seeking to take their careers to the next level. We’ve helped advisors from all types of backgrounds navigate a better path by anticipating their needs while still giving them ownership in their book of business.
Take the Helm
The call to be a financial advisor has an inherent entrepreneurial spark. True stewardship to clients means providing them with strong resources and uncompromised advice. Pelorus helps foster the entrepreneurial spark with a proven support structure that many advisors have utilized to increase their service level for clients while operating and growing their practice.
Simplify the Process
The team at Pelorus has already been through the process of creating an infrastructure for independent advisors. That means they can focus on their clients and building their business by taking advantage of our:
- Real Estate & Lease Management -
- Compliance Support -
- Expense Services -
- Technology Management -
- Staff Support -
Pelorus’s Difference-Makers
- Sign-on bonus for external transitions
- 1099 Income for Tax Saving Flexibility
- Remote Work Access
- Marketing Strategies for Asset Management
- Customization, Support, and Modeling for Managed Portfolios
- Book Acquisition with Available Financing
- Buyout Opportunities for Retirement Plans with Available
Financing
- Support for Business Development
- Marketing & Technology Infrastructure
- HR Benefits Including Health, Dental, 401(k), HSA and Vision
Pelorus’s Advisor Resources
Through our affiliation with Wells Fargo Advisors Financial Network, our advisors have access to:
- Custodial and Clearing Services
- Online Support
- Market Research and Data
- Advisory and Discretionary Platforms
- Fixed Income, Syndicate, and Equity
- Mutual Funds, ETFs, and UITs
- Private Placements and Alternative Investments
- SMAs
- Insurance & Annuities
- Lending Services Through Wells Fargo Affiliates
- Philanthropic Coordination and DAFs
Call Joe Volz, Managing Partner, at 714.902.2391 or e-mail [email protected] to learn more about how Pelorus can help you achieve independence!
Wells Fargo Advisors Financial Network and Pelorus Capital Management are not legal or tax advisors. You should consult with your attorney, accountant, and/or estate planner before taking any action.
Wells Fargo Advisors Financial Network and Pelorus Capital Management are not legal or tax advisors. You should consult with your attorney, accountant, and/or estate planner before taking any action.