Gain Valuable Time and Capacity
At Continuum, we are constantly exploring ways to deliver the most flexible and innovative investment management resources possible. Clients today have complex needs and objectives that require unique customization. We recognize one size does not fit all, so we have purposefully built a platform designed to offer broad flexibility, giving advisors time and capacity to focus on growing their business. We balance powerful wealth technology with experienced human talent, including CFAs and CFPs, to bring best in class digital technology and business consulting. Our platform is designed to maximize efficiency, productivity, and profitability.
- Access to hundreds of investment solutions across various managers, styles, and strategies.
- Advisor-managed and Third-party platforms available through multiple custodians.
- End-to-end digital interface for Proposal Generation, Client Onboarding, Trading, and Client Portal.
- Access to our Investment Policy Committee (IPC), an experienced team of CFAs and CFPs with over 80 years combined experience.
- Direct integration with leading technology tools, including Black Diamond, eMoney, Redtail, Morningstar, and more.
- Business consulting services to provide insights on industry best practices, pricing, portfolio allocation, and reporting.
Continuum is the trusted partner for advisors coast-to-coast. To learn more about how we can help you gain an edge and grow your business, please contact us at info@continuumadvisory.com.