Built for financial advisors
Asset Management to Scale Your Practice
We build systematic asset management programs tailored to the needs of your practice, allowing you to reclaim time for your clients, business, and life.
We help advisors free their time by powering their investment management.
Glacier helps financial advisors grow faster by eliminating the cost, time, and complexity of managing investments in-house or typical third-party solutions.
Glacier is your outsourced investment office delivering a systematic, research-driven asset management program built for both scale and customization.
Advisors keep full control of their practice while gaining the freedom to reimagine their investment offering without extra staff, overhead, or lost revenue. By reducing costs and eliminating operational headaches, Glacier provides the tools, expertise, and support advisors need to do what drives growth: serving clients and winning new ones.
Multi-Asset Models
Rules-based multi-asset model portfolios built specifically to the needs and requirements of your practice.
Customized, rules-based models for your practice
Customizable asset classes, risk tolerances, and rule sets
Initial and ongoing analytics, content, and reporting
Model change alerts with rationale to fully explain changes and updates
Fund Analytics
Quantitative scoring and screening combined with automatic alerts and watchlists to reduce your team's time spent on due diligence, wholesaler meetings, and fund research.
Investment committee-grade fund & strategy materials
Automated watchlist monitoring
Style drift and performance alerts
Market Insights
We constantly monitor markets and market trends to help distill and summarize markets to your team at two levels: at the investment committee and while they are in the field.
Weekly market analytics
Regular economic & market reviews
Periodic deep dives into items driving the latest market movements or discussions
Timely quick takes on major events to arm your team with intelligent talking points
Reports & Content
Every piece of content we create is designed to aid your team by making them more informed and saving them time.
Committee materials that support and drive your investment committee
Field materials that are designed to be easily digestible by clients
Volatility support via increased content and analytics during times of market stress
Our Process
We work together to get to know your practice so we can build your asset management program that works for your practice and will last.
Getting to Know Your Practice
We work together to define the requirements of your custom asset management program, including how many models your practice wants, the rules and alerts you need, and the types of content that can help drive adoption and growth.
Assess the needs of your practice
Identify areas for growth and scale
Detailed asset management program assessment
We Craft Your Program
We go back and craft a draft of what your program would look like. The deliverables include an assessment of where you were before Glacier, what your models would look like, any fund or strategy changes, with supporting content and reports for your investment committee.
Craft a detailed implementation roadmap that works for your practice
Full suite of deliverables for your team to digest, ask questions, and probe our team on
We will continue to iterate until we've fully nailed it
Implementation
Catalyze growth, forge strategic partnerships, and capitalize on emerging opportunities with our dynamic business development process.
Asset management program is now live
Decide of key milestones and levers on implementation stages (i.e., dealing with new clients or legacy tax positions)
Team training across the practice (i.e., trading/operations, marketing, junior advisors)
Ongoing Support
Now that your asset management program is fully up and running, we continue to deliver reports and content to keep your team fully up to speed as markets, the economy, and model allocations change. Our goal is to have an answer in your inbox before you get that client note.
Analytics and content helping give hours back to your team each week
We work with you to adjust and tweak your program as the needs of your practice evolve over time
Continual support delivered to your practice so your team is always in the know
To give advisors a better way to manage assets so they can help their clients achieve their financial goals.
At Glacier, we are committed to giving financial advisors what they need to push their business forward and deliver excellence to their clients. We are relentlessly focused on saving them time while upping the ante on how they can manage client assets.
Many of the investment programs currently available to financial advisors cannibalize their calendar, revenue, or both. In an environment where advisors are asked to do more and more each year, dedicating so much time, money, and attention to asset management can detract from both their business's growth and their relationships with clients.
Glacier solves this by providing a systematic asset management program customized to their practice, freeing up an advisor’s time and money, allowing them to refocus their time.
Glacier solves this by providing a systematic asset management program customized to their practice, freeing up an advisor’s time and money, allowing them to refocus their time.
built For tomorrow's advisor
Let's Chat on How to Propel Your Practice to the Next Level
Reimagine your investment offering without needing to hire additional staff or sacrifice revenue.
