Zenith Creative Group has formed a number of strategic alliances with other firms that serve the financial services industry. These firms offer services that we feel would be of benefit to our clients. Zenith Creative Group and its strategic alliance partners are completely independent of each other from a control and ownership perspective.
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions.
The firm pairs best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients. From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel’s service platform consistently delivers on the promise of extraordinary service and trusted counsel.
Contact: Frank Pizzichillo - (201) 705-1200
E-mail:
www.marketcounsel.com
Family Office Network is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault.
Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team.
Contact: Aaron Picket (866) 801-1553 Ext. 1
E-mail:
www.familyofficenetwork.com

