Powering Growth Powering
Growth
ESTABLISHED  FIRMS • ESTABLISHED  FIRMS • ESTABLISHED  FIRMS

Better for Clients. Better for you.

 

Managing a successful wealth management business can be demanding. Sanctuary simplifies the task by providing a complete menu of business and consulting services that enable you to run your business more profitably, while freeing up time to grow and serve existing clients.

 

 

Business and Consulting Services
  • Legal
  • Regulatory & Compliance
  • Client Reporting & Reconciliation
  • Real Estate Location Services
  • Human Resources & Benefits
  • Insurance
  • Management
  • Governance
  • Accounting & General Ledger
Investment Solutions*
  • Risk-Controlled Diversified Investment Strategies through Lattice Strategies
  • Alternative Investments
  • Institutional equity research and trading through JMP Securities
  • Independent Third-Party Manager Research through Fortigent


 

* Securities offered through Sanctuary Securities, LLC