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Business Done Your Way

You are always acting in your client’s best interests – playing a critical role of dedication, diligence, and fiduciary responsibility. But who is looking out for your best interests? We are. Chalice Wealth Advisors is a corporate registered investment advisor dedicated to giving you access to superior wealth management services and support without the complications of managing your own Registered Investment Advisory (RIA) – all at exclusive member pricing.

The Freedom to Choose

We help you grow your business and better serve your clients by providing you with access to the best in class resources and solutions. Whether you are looking to affiliate with a corporate RIA, or establish your own, we support your model. You have the option to operate as a fee-only advisor business or a hybrid business – it’s superior commission- and fee-based capabilities combined to enable you to evolve your business on your own terms.

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The Best of All Worlds

We’re part of Chalice Financial Network™, the member benefit organization created to empower you with best in class technology and services and inspire you with a community of like-minded peers. As a member, you have access to Chalice Advisor Exchange™ (CAEx), the industry’s most sophisticated digital marketplace and single sign-on shared services platform.

CAEx offers you a powerful ecosystem of products and services aimed at providing economies of scale, operational efficiency, increased earnings, decreased expenses, and enhanced enterprise value. Think of us as a one-stop shop offering the most innovative products and services available to independent wealth advisors – all at exclusive member pricing.

Back and Middle Office Services

You can be confident that we will execute your critical back office services, so you can spend more time with clients and build your wealth management practice, including:

  • Managing the set up and administration of custodians
  • Administering account opening, transfers, money movement, cost basis and other account related tasks, document preparation for electronic signature
  • Account billing, including fee calculations for advisory fees and invoices for planning fees
  • Technology platform administration and security management for CRM, planning, portfolio management, email, documents and client portals
  • Client communication and administration of client portals
  • Investment administration, including cash for fees, rebalancing, and monitoring for distributions and contributions
  • Account aggregation for consolidated reporting, monitoring, management and billing
  • Client reporting, including generation and delivery of performance and other reports
  • Custodian relationship management to ensure you and your clients have the best pricing, access and resources
  • Full access to a team of technology, investment management, operational and compliance knowledge resources and related training

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Chalice Financial Network™ is a thriving peer-to-peer community of like-minded independent wealth advisors where The Strength of WE Empowers a Network of ME™.

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