Frequently Asked Questions
What types of practices work with Glacier?
We work with RIAs and teams within independent broker/dealers (IBDs) of all sizes. Teams across the size spectrum can repurpose the time of their advisors and staff to higher-value items
The only channel we do not currently work is the bank, wirehouse, or employee channel.
How customizable are the asset management programs Glacier builds?
At the end of the day, what you care about is what we care about. We strive to make our services the most customizable available to financial advisors while still focusing on providing scale along with time- and cost-savings to your business. Key components of our customizations include:
We work directly with you to build the aspects of the asset management program, marrying our evidence-based approach with the needs and preferences of your practice.
If your team or investment committee would like to make changes to proposed allocations over time, that can be done through what we call an 'advisor overlay' that would sit on top of a model. You are never obligated to follow or execute any of the model allocation changes provided by Glacier. You retain ultimate control, discretion, and ownership of your client's assets, as it should be.
Can I use structured notes, private assets, alternatives, crypto, or annuities?
Yes and no. You can absolutely continue to use non-traded assets in your practice, but the models and analytics Glacier provides will primarily revolve around publicly listed securities while being adjusted appropriately for known 'outside' exposures.
For example, if a segment of your practice's clients have venture allocations, overall equity and high-beta, small cap, and/or technology allocations can be scaled back.
For alternatives, liquid alternatives can be part of any model, non-traded private assets (hedge funds, private equity, venture capital, etc.) would be considered an 'outside' allocation to a given model.
We continually monitor the industry for new products, product types, and asset classes for potential use.
Does Glacier offer trading?
Not yet! Trading remains the responsibility of the advisor and their team under the rep-as-PM model. We strive to make everything as easy and scalable for your team so we can customize deliverables and exports to fit the needs of your trading or portfolio management software.
In the future, we plan on offering integrations with these platforms to streamline your workflows as well as execution services.
Is Glacier a TAMP?
No. Unlike most TAMPs, Glacier does not provide the back-office services such as billing, client portals, etc. We are squarely focused on the asset management portion of your practice and being a leading service provider in that capacity to your business.
If you are currently using a TAMP and like it, Glacier can be used as a supplemental service to expand your practice's offering. If you don't like your TAMP, we can help provide a less painful off-ramp for your practice.
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