First Heartland Consultants

First Heartland - Independent RIA

Managing client assets is an important and demanding responsibility. Hello, my name is Stoyan Petev and we, at First Heartland, share this important responsibility with our reps. We offer you the ability to use our trading and custodial platform to gather the assets and execute your own investment management for the client. Or if you prefer, and many of our advisors do, we provide a WRAP program that allows you and your client to select a third party money manager for the asset allocation and investment selection.

This includes a platform with hundreds of professional money managers from which to choose. We offer online access to view accounts and performance results to both you and your client. In addition to providing performance reports quarterly, we also bill and collect all asset management fees as agreed to under the advisory contract. So whether you or your client prefer a managed portfolio of equities, fixed income, mutual funds or a combination, our programs can accommodate your needs.

The key to accumulating large amounts of assets under management is professional management, good results, and easily understood reports. With our platform, service and technology, the only remaining ingredient is you and we would have a perfect fit.

Money Managers

Your RIA

First Heartland Consultants offers innovative asset management solutions that are designed around your needs providing the options and services tailored for your business. Our solutions offer opportunities to capitalize on the rising demand for investment advisory services and professional money management.

  • Our all-in-one program is designed to help you grow your fee-based business the best way possible- simply.
  • Our Managed Account Solutions platform is fully integrated with our broker workstation, Streetscape.
  • With our wide variety of fee-based advisory options, we can better market to affluent investors
  • Access to training, marketing tools, and sales support you need to create investor proposals and generate business.
  • Flexibility in the way we can tailor products and services to each specific client situation
  • Access to multiple money managers and investment strategies.
  • Wrap and advisor allocated programs available
  • Portfolio reporting and monitoring solutions
  • Download, post and reconciliation for all accounts on a daily basis
  • Billing options including hourly, consulting and percentage of assets