Why Choose Southland?

Why Choose Southland?

What's In It For You

 

Each advisor and practice is unique and we are not here to force a square peg in a round hole. You will be known by your first name and NOT asked for your advisor number when speaking with us. We value our relationships and thrive to make a difference in the lives of our advisors and their staff.

Knowing the Numbers and Making Sure You're Covered

 

Knowing the numbers are right. You can rest with peace of mind that your client’s fee as well as any accounting on your behalf is correct. Each year we have a third-party CPA firm audit Southland. This includes checking client paperwork to ensure the correct fee was withdrawn from the client account all the way to verifying the correct fee is sent to your bank. You can rest knowing that the numbers are right.

A peace of mind that compliance and legal resources are at work on your behalf. We annually have the firm’s forms, procedures, and our supervisory structure reviewed by outside counsel and/or compliance consultants to ensure that we are kept current with the resources available.

Compliance Tailored to Your Practice

 

Southland compliance provides support for the specialized needs of the advisors and RIAs of our network so they can do what they do best which is to address the needs of their clients and their practice. Each compliance program is tailored to the specific advisor and practice.

Technology Supporting Growth

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Multiple Affiliation Options

RIA Only.
Hybrid RIA.

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Institutional Platforms

Institutional platforms that provide a robust and flexible product offering.

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A True Independent Partner

A true partner to help you build your firm and growth.

Ready to Get in Touch?

 
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Phone

434-202-1345 | Fax: 770-992-2190
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Administrative Office

4970 Fairhaven Way, Roswell, GA 30075

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Call 434-202-1345 to Get Started!

Please feel free to contact us directly at 434-202-1345 to learn more about Southland and how we can help grow your business.