Sanctuary Wealth
Sanctuary Wealth, headquartered in Indianapolis, offers a hybrid wealth management platform combining a registered investment adviser and broker-dealer services, along with access to bespoke investment vehicles and robust technology.
History of Sanctuary Wealth
Sanctuary Wealth is a prominent player in the wealth management industry, headquartered at 3815 River Crossing Pkwy, Suite 200, Indianapolis, IN 46240. The company made a significant strategic move by acquiring tru Independence. This acquisition aimed to redefine the Registered Investment Adviser (RIA) channel and enhance the fully supported independence model, enabling wirehouse advisors to transition smoothly into independence.
Sanctuary Wealth Services
Sanctuary Wealth provides a comprehensive platform for independent wealth management, offering advisors access to bespoke investment vehicles and extensive resources. The company employs a hybrid model that combines registered investment adviser services with broker-dealer capabilities. This approach ensures comprehensive and holistic client services. Additionally, Sanctuary Wealth operates a proprietary Independence Calculator, which illustrates the financial benefits for wirehouse advisors transitioning to independence.
Sanctuary Wealth Technology and Cybersecurity
Sanctuary Wealth utilizes a fully integrated, modular tech stack built on robust technology. The company's technology infrastructure is designed to be highly secure, supported by leading cybersecurity measures. This ensures that advisors and clients' data are well-protected and can operate efficiently within a secure environment.
Sanctuary Wealth Open Architecture
Sanctuary Wealth's open architecture enables advisors to collaborate with various resource partners and multiple custodians. This flexible and adaptable model allows advisors to customize their client service offerings based on specific needs. The open architecture ensures that advisors have the freedom to utilize the best available resources to meet their clients' unique financial goals.