GVA’s platform includes direct access to outsourced investment solutions to help you streamline your operations. Through a thorough due diligence process, we focus on partnering with firms that provide our advisors with outsourced investment solutions that provide a diversified asset allocation approach, institutional and boutique-style money managers, and goals-based approaches. In addition to the approved TPMMs* below, GVA also offers internal equity models that are specifically built on LPL’s Strategic Wealth Management II (SWM II) platform for one set price.

To get started with each platform, please email investments@greatvalleyadvisors.com with the custodian name in the subject line.

SEI Investments

SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.

SEI Questions? Contact the Elite Service Team – EliteSupport@seic.com. The Elite Team will follow up with you in a timely manner. We strongly believe this model will improve your experience with SEI and we encourage you to provide as much feedback as possible.

Buckingham Partners

Over decades, Buckingham Partners has developed and refined a method of client discovery for the thousands of advisors utilizing their TPMM platform. It’s a life-planning process to deliver wealth management advice that places the client’s personal values, goals, motivations, and priorities at the center of the financial planning process. It’s time to deliver it with Buckingham’s holistic approach to addressing your client’s financial and life goals.

Buckingham Strategic Partners Questions? Contact our relationship manager, Matthew Glazier, mglazier@buckinghamgroup.com. 

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