Advisor Services

ADVISORY

Portfolio Management

Key members of our leadership team are experienced and active investment advisor representatives, including our Founder and CEO, Wilson Williams. By managing their own client portfolios, Williams Financial Group management experiences first hand the issues that affect their own clients. We believe this knowledge transfer provides a competitive edge to our independent Financial Professionals as they strive to deliver optimal results for their clients.

Investment Programs By Management Style

Williams Financial Group has developed an innovative open architecture program for our fee-based Financial Professionals. Our cutting edge technology enables flexibility and efficiency, allowing each Financial Professional the ability to develop an investment program that best suits their clients.

Direct

WFG Select is an open architecture program designed for Financial Professionals who want discretion to manage their clients’ portfolios. There is no minimum account balance and no platform fee.

    Hybrid

    WFG Select Plus is a program that offers portfolio management services by one of many WFG-contracted advisors. Back-office functions including daily aggregations and fee billing are managed through Orion Advisor Services, LLC, allowing advisors to spend more time on developing client relationships.

    Williams Financial Group Asset Management is a fee-sensitive Asset Management platform that provides both tactical and strategic portfolios with an optional principle protection overlay (powered by Horizon Investments LLC. & Wilshire Associates Inc.).

    Outsourced

    Managed Account Solutions (MAS), an Envestnet® powered platform, offers Financial Professionals a higher level of service that includes access to over 80 asset managers in one platform, automated client servicing and private labeled proposals. It is a turnkey, asset management platform that allows Financial Professionals to increase profits and efficiency as well as moderate risk. MAS is fully integrated into the National Financial Services platform and provides complete account coverage.

    Turnkey Asset Management Programs (TAMPS)     allow our Financial Professionals to offer well known investment managers directly to their clients including CLS Investments, Curian Capital®, LLC, Genworth Financial, Inc., Morningstar, Inc., SEI Advisor Network and Sowell Management Service. 

      Optional Technology and Services

      • Redtail® (CRM)
      • NaviPlan (Financial Planning)
      • Orion (Fee Billing and Reporting)
      • eMoney Advisor (Financial Planning)
      • MoneyGuidePro (Financial Planning)
      • Money Tree Software (Financial Planning)
      • MorningStar Advisor (Market & Manager Research)
      • Financial Based Tools (Portfolio Modeling and Re-balancing)
      • WFG Solution 360 (CRM, Financial Reporting, Data Aggregation Performance Reporting)

       
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