Services for RIA and Separately Managed Accounts (SMAs)

Tailored services to Registered Investment Advisors

GlobalVest have extensive experience servicing Separately Managed Accounts (SMAs) for all types of individual investors, institutional investors, investors-non-profits, corporates and fund of funds. We support all types of managers and a wide range of strategies, size and experience:

  • Established RIA Firms
  • Start-Up RIA Firms
  • Existing Fund Managers Transitioning From Fund Structure to SMAs

Whether you are an existing Registered Investment Advisor ("RIA") firm or are considering starting one, GlobalVest has the tools and relationships to improve your operational efficiency, allowing you to focus on what you do best -- managing money and building client relationships.

Registered Investment Advisors that actively manage their clients' accounts require a firm that understands their institutional needs. GlobalVest provides tailored institutional services to RIAs and hedge funds and is well equipped to meet the needs of high-end institutional money managers.
As a RIA client you will gain access to the same services used by our institutional clients.

Established RIA Firms

Let GlobalVest leverage your time and improve your operational efficiency, allowing you to focus on what you do best -- managing money and building client relationships. Whether you need trading, market strategy, reporting, or a full suite of sophisticated prime brokerage services, at GlobalVest you get the attention you deserve. We anticipate your needs and take initiative on your behalf so you can focus on growing your business. Let us provide the institutional services you need, so you can accelerate your growth and advance your practice.

Start-Up RIA Firms

Whether you’ve already decided to start a new Registered Investment Advisor (RIA) firm or are still contemplating if it is the right move for you, GlobalVest can assist with the process. We’ll provide you with input based on our institutional expertise and can connect you to an established network of professional relationships for assistance in other areas. Whether you need legal advice, outsourced compliance, third party administrators, accounting services, or office space, all our referrals are known to us personally and have a track record of outstanding service.

GlobalVest also has extensive experience designing and maintaining fast, reliable networks, geared for the specific needs of money managers. The GlobalVest I.T. team stands ready to help our clients select, acquire, manage, and maintain an optimal mix of technologies to grow and support their businesses and effectively deal with any issue.

Existing Fund Managers Transitioning From Fund Structure to SMAs

In today's era of investor transparency, hedge fund managers of all sizes are increasingly being asked to manage their investor's capital in Separately Managed Accounts (SMAs). These demands can be difficult for funds that lack the infrastructure needed to deal with the requirements that come with SMAs.
As more investors demand transparency through SMA investments, our tools allow our clients to manage their strategies across their SMAs in real-time.
By automating the entire transition process, we effectively minimize or eliminate the operational burden that typically is associated with SMAs.

The advantages that GlobalVest brings to SMA management include:

Are you paying too much for your Registered Investment Advisor (RIA) platform? Lost in a call center maze? Not getting the personal attention you need?. GlobalVest can provide you with the high quality institutional services and personalized attention you deserve.

There are many advantages a relationship with GlobalVest can bring to you and your firm.


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