Moloney Securities Asset Management LLC (aka MSAM) is our Registered Investment Advisor and allows you to provide custom investment planning and wealth management, using a holistic wealth management approach. We believe in connecting investment strategies to your client’s desired life goals. We’ll help you incorporate your clients unique risk tolerance, asset allocation and investment preferences by listening and working with you to determine:
What goals are most important on your client’s life path
How best to express your client’s values through your investment planning
Building investment portfolios with that in mind
Synchronize your investment planning tools and strategies with your client’s goals and values
By combining the internal expertise of MSAM with external resources, we are able to build investment solutions customized for you. Our managed investment solutions cover the spectrum from traditional publicly traded securities to alternative investments in non-traded entities. Moloney Securities Asset Management has access to some of the most respected money managers in the country. Accounts may have single managers, or employ managers with multi-disciplines. Both are available on our platform.
We also have longstanding relationships with partners like RBC Correspondent Services, a division of RBC Capital Markets, LLC, member NYSE/FINRA/SIPC, to provide additional tools such as international tax planning and professional trust services.
The majority of our MSAM programs charge fees based on a percentage of the assets under management. However, you have the option of offering stand-alone services such as financial or estate planning (with or without managing the client assets) and may charge a consulting fee based on an hourly or flat fee schedule.