AFA realizes that in order to own and grow your RIA that it takes more than just sales skills. It takes a substantial allocation to non-sales related activities.  AFA supports the independent advisor by providing that “virtual back office” and more.

We can

• Provide completely paperless document processing
• Act as your back office
• Perform accounting/compliance functions
• Support a variety of custodians
• Get access to all of AFA’s Adviser Net suite of tools
• Utilize American Trust Investment Services, Inc. for a Introducing Broker/Dealer Partner to RBC Capital Markets an full service Clearing Firm.