At Brotman Financial Group, we believe in the value of strength in numbers. Each of our strategic relationships reflects our confidence in their abilities to help us serve you better — while staying true to our values.
Kestra Financial provides the support and infrastructure needed to help service your financial needs. Kestra Financial offers access to one of the leading independent broker/dealers by total revenue, as ranked by Investment Advisor magazine, that serves independent advisors’ clients. Kestra Financial provides access to top providers and products at competitive pricing difficult for advisors to obtain, especially if they’re on their own. The organization has partnered with NFP, which is one of the nation’s leading providers of benefits, insurance, and wealth management businesses, which means Brotman Financial Group is able to serve not just one of your financial needs, but all of them.
National Financial Services, LLC - A Fidelity Investments Company
As custodian of your brokerage accounts, National Financial Services, LLC is responsible for:
- Handling the execution, clearance, and settlement of securities transactions
- Preparing and sending periodic statements of your account and transaction confirmations
- The custody (or safekeeping), receipt, and delivery of funds and securities
- The extension of margin credit upon approval
E-statements are available through National Financial Services. For instructions on how to obtain these paperless statements, please call or e-mail Akram Ibrahim at (410) 252-4555 or [email protected]
Envestnet Asset Management
Envestnet Asset Management is a gateway for expert wealth advisory solutions. Through a unified platform, the company delivers separately managed accounts, multi-manager accounts, mutual funds, ETFs, alternative investments, and fixed income solutions, as well as other fee-based services including extensive reporting capabilities.
Fusion Advisor Network
Fusion Advisor Network is a membership organization comprised of some of the top independent financial advisory practices across the country. Through this network, Brotman Financial Group receives top-notch practice management support and a community of like-minded advisors to share ideas and best practices with. These shared practices can translate to better services, products, and solutions — designed specifically with our clients in mind.
Dimensional Fund Advisors
Dimensional Fund Advisors manages mutual funds for long-term investors. One of the cornerstones of their approach is a client base committed to their investments through all market cycles, both good and bad. Serving buy-and-hold investors enables them to keep turnover and transaction costs low, which adds to their bottom line. They believe that financial advisors play a vital role in educating investors about the financial science that drives this approach and in instilling the discipline required to benefit from it.
As a result, Dimensional does not offer funds directly to individual investors. Instead, they choose to make their funds available through a select group of fee-only advisors. Investment success begins with a properly diversified portfolio. Constructing such a portfolio is a complicated process that can benefit from the guidance of a qualified, professional advisor. In their view, independent advisors free from the conflicts associated with commission-based transactions are best positioned to assist individual investors in developing long-term investment solutions. Visit us at http://www.dfaus.com/.
*Kestra Financial and its subsidiaries are not affiliated with NFP or any other entity herein. *Fidelity Investments and National Financial Services LLC (together “Fidelity®”) are independent companies, unaffiliated with Kestra Investment Services, LLC. Fidelity is a service provider to Kestra Investment Services, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied in the Kestra Investment Services LLC site and does not guarantee or assume any responsibility for its content. Clearing, custody, and other brokerage services are provided by National Financial Services LLC, Member NYSE, SIPC. Fidelity Investments and Fidelity are registered service marks of FMR LLC. Your broker-dealer is an independent company and is not affiliated with Fidelity Investments or National Financial Services LLC.