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.