V I R T U A L     S U P P O R T

As a firm’s practice increases, advisors may be faced with more client service requests. Advisors who wish to focus their time on client relationships & portfolios may find front office support to be valuable. 

With the Virtual Support Services, RIA Innovations becomes the primary customer service point of contact via direct interaction with clients. We are available on a flat fee or hourly basis. Other options may be available. Hours are available on an as needed basis.

 

 

PRODUCTS / SERVICES OFFERED

Client service

 

 

Investment support

 

 

Relationship Maintenance

"The level & quality of client interaction is the key behind how a client feels about a firm overtime."

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.