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Company info:

RIA department info:

Etcetera:

  • Founded in 1984

Q&A:

What is the service or product you offer to RIAs?

As an independent distribution company, we provide our partner RIAs with new revenue streams, business growth & marketing integration, technology solutions, and streamlined operations.

How do you differentiate your offering from competitors?

Shurwest has a deep understanding of the unique needs of financial firms. The ascend Partnership is designed as a turnkey asset protection program to serve as an extension of your firm, delivering you the revenue streams, business and marketing resources, technology and streamlined operations you need.

What else would you like to say about your business?

Our partners recognize that we understand and support their fiduciary responsibility to their clients by providing them with strategies and options to meet their clients’ evolving needs. And, by adding these strategies into their plans, they are better equipped to meet these changing needs, while bringing additional revenue potential to the firm and insulating clients from the competition. We examine every aspect of our partner's business growth and marketing strategies to ensure effectiveness and consistency of their unique messages. This means that every plan we create is customized to their firm and their ideal client. We specialize in helping firms take the leap into effectively using technology and scaling businesses to meet the growing demand of emerging markets, innovation, and the competitive marketplace. Rather than offer a single proprietary program, we bring multiple technology options to each firm to help find the right solution. Adding to these offerings, we continue to use our turnkey approach throughout the system integration, onboarding and implementation of these tools. Let our operations team simplify your business and help you recover time and money. As part of our partnership, you will have a single point of contact for all operational concerns—a team dedicated to helping you access more than 400 products and over 35 carriers.

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