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Integrating with Pontera demonstrates GVA’s dedication to leveraging know-how to advance progress and allow advisors to raised serve purchasers’ holistic wants
PHILADELPHIA–(BUSINESS WIRE)–Nice Valley Personal Advisor Group (GVA), a technology-driven, full-service Hybrid Registered Funding Advisor (RIA), right this moment introduced its partnership with monetary know-how firm Pontera to allow advisors to handle and commerce their purchasers’ retirement property throughout all accounts, together with held-away property equivalent to 401(okay)s and 403(b)s. Advisors can affiliate with GVA by becoming a member of the RIA, using its Workplace of Supervisory Jurisdiction (OSJ), or through a hybrid mannequin.
GVA’s latest acquisitions, U.S. Monetary Advisors and Gaines Monetary Group, construct upon its rising advisor community that boasts 40 places of work throughout the nation with 135 advisors, collectively managing greater than $6 billion in property throughout its advisory and brokerage companies.
“Once we discovered about Pontera and the impression its know-how has on bettering shopper outcomes, it was clear {that a} partnership was in the very best curiosity of our advisors and purchasers,” mentioned James Spinelli, COO at Nice Valley Advisor Group. “GVA is consistently evaluating the newest applied sciences and sources to supply our community of advisors to allow them to ship the best stage of service to their purchasers.”
The mixing with Pontera reinforces the agency’s dedication to offering its advisors with prime sources to enhance the shopper expertise. GVA’s advisors can leverage Pontera’s platform to securely handle, view, report, supervise and invoice on 401(okay), 403(b) and different held away accounts in a compliant method. Pontera’s know-how provides GVA’s advisors a extra full image of a shopper’s monetary scenario, in addition to the flexibility to personal the execution of funding methods, guaranteeing a extra coordinated asset administration technique.
Research present that professionally managed accounts generate three to 4 p.c increased returns per yr, internet of charges, than traders’ self-managed accounts. This compounding impact can yield as much as 75 p.c extra wealth over 20 years.
“Our mission at Pontera is to assist Individuals attain their retirement targets. One of the best ways to do this is by empowering monetary advisors to assist them,” mentioned Peter Nolan, Vice President, Enterprise Improvement at Pontera. “Now, within the midst of market volatility, mass layoffs, and macroeconomic uncertainty, Individuals want monetary recommendation greater than ever. Partnering with business main wealth administration corporations like GVA permits us to facilitate the supply of this recommendation to the 1000’s of shopper households they serve.”
About Nice Valley Advisor Group
Nice Valley Advisor Group (“GVA”) is a technology-driven full-service registered funding adviser. GVA companions with choose impartial monetary advisors by offering personalized know-how, funding methods, compliance, and proprietary compensation instruments to assist them develop their companies. Our advisors have the selection and suppleness to run their companies the best way they need. GVA supplies advisors with assist to get began and know-how to assist the agency thrive.
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