Advisor Logistics Unveils New Leadership for Enhanced Growth

Advisor Logistics Transitions Leadership to Boost Innovation

Advisor Logistics has made significant strides in improving its platform for Registered Investment Advisors (RIAs) by executing a strategic shift in ownership and appointing a new executive team. This change is aimed at accelerating growth and enhancing innovation within outsourced trading solutions.

New Leaders on Board

Brett Wheeler, the company's founder, continues his role as CEO, leading the charge alongside notable figures such as Eric Martz and Damon Deru at the board level. Jupiter Bridge has been appointed as the Head of Growth, while Jessica Pohto takes on the role of VP of Technical Product. The collective experience of this team spans decades and brings a wealth of expertise in financial services and trading operations.

Brett Wheeler's Vision

Wheeler has emphasized the critical importance of simplifying trading operations for RIAs. His leadership has focused on improving productivity and operational scalability, enabling partnerships that allow advisors to concentrate on their core client relationships.

Eric Martz: Driving Strategic Growth

Martz, an angel investor and established entrepreneur, has fostered a strong partnership with Deru, leveraging their combined expertise to enhance Advisor Logistics’ portfolio. His strategic focus will be on optimizing operations and refining the product roadmap to ensure the firm remains at the forefront of advisor-facing services.

Innovative Solutions for Financial Advisors

As a frontrunner in outsourced trading solutions, Advisor Logistics caters exclusively to RIAs. Established in 2018, the company aims to alleviate the burden of trading from advisory firms, allowing them to redirect their resources towards higher-value functions.

Deru, known for his role in pioneering trading solutions, underscores the need for RIAs to embrace outsourced trading. His emphasis on product innovation is crucial as it directly caters to the complexities faced by independent advisors today.

Why Choose Outsourced Trading?

In a competitive advisory landscape, outsourced trading is gaining traction as an effective tool for boosting margins and reducing compliance risks. Martz points out that many RIAs are opting for these services to maintain operational efficiency while operating with leaner teams.

Emphasizing Efficiency and Effectiveness

Advisor Logistics is championing a model where RIAs can execute their investment strategies competitively without the overhead of managing in-house trading operations. The firm aims to provide institutional-level trading capabilities tailored to the needs of advisory firms.

Commitment to Service Quality

With years invested in refining their offerings, the team at Advisor Logistics is committed to not only scaling their operations but also to enhancing visibility about their services. Recognizing that their solutions may often be overlooked, they seek to make them known to the wider RIA community.

About Advisor Logistics

Founded in 2018, Advisor Logistics is a premier, SEC-registered outsourced trading firm serving RIAs. The firm focuses on streamlining trading operations while minimizing costs for advisory firms. With expert traders serving as an extension of each advisory business, Advisor Logistics ensures efficient and compliant trading practices, all while maintaining independence from asset management to avoid conflicts of interest.

Frequently Asked Questions

What is Advisor Logistics?

Advisor Logistics is an independent outsourced trading firm dedicated to assisting Registered Investment Advisors in improving trading efficiency and reducing operational costs.

What changes have been made in the leadership team?

The firm has appointed a new executive team, including Eric Martz and Damon Deru, to enhance strategic operations and innovation.

What are the benefits of outsourced trading?

Outsourced trading allows RIAs to focus on their core services while minimizing costs and compliance risks associated with managing in-house trading operations.

Who can benefit from Advisor Logistics’ services?

Registered Investment Advisors seeking to improve their trading efficiency without the overhead of a full trading desk can benefit immensely from Advisor Logistics’ offerings.

How does Advisor Logistics ensure compliance in trading?

Advisor Logistics employs expert traders who execute trades in a compliant manner, ensuring the advisory firms meet all necessary regulations.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

Contact Evelyn Baker privately here. Or send an email with ATTN: Evelyn Baker as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.