Powering Growth

The Services You Need to Succeed

Sanctuary offers all of the services you need to establish your firm and then grow it every day.

Sanctuary is a member of The Protocol For Broker Recruiting

Transition Services

  • Start-up legal services
  • Real estate location services
  • Brand Development/Website/Business Collateral
  • Dedicated transition team
  • On-site resignation weekend transition support

Ongoing Advisor Support Services

  • Money Manager Research
  • Portfolio Manager Trading capabilities
  • On-line consolidated performance reporting:
  • Social Media program management
  • Client Billing and Revenue Monitoring:
  • Legal and Compliance
  • Accounting
  • Technology Infrastructure and Support
  • Established Custody and Administration Contracts
  • Human Resources
  • Training