Hayden Royal is a full service RIA firm designed to empower independent wealth advisors to spend more time providing investment advice to their clients, more time developing new business, and less time focused on operations.
We help our Advisors see the whole picture. The stability of your client relationships is dependent on their assets and liabilities being balanced with their life goals. Through access to a team of experts, we provide coaching and educational resources focused on our Six Tenets of Comprehensive Wealth Management.
With Passive, Hybrid & Tactical Models available, we will provide proven investment tools designed to suit almost any risk profile. Optionally, you can work with our internal research team to build custom models tailored to your clients needs, taking advantage of our OCIO concierge service.
Periodic policy reviews ensure your client's insurance coverage takes advantage of the latest tax laws. Through our select network of providers, we bring advanced insurance strategies to the table designed to take full advantage of the ever-changing legal landscape.
Your clients' tax strategy should be tailored to their individual circumstances and should blend all available vehicles including Charitable Trusts, Life Insurance Trusts, Business Buy/Sell Agreements and more. We will coach you on strategies tailored to your specific clients and can work hand in hand with both regional and national tax attorneys.
It is critical to review your clients' debt profile to ensure the liquidity requirements outlined in their Investment Policy Statement are met without compromising their growth goals. Leveraging their assets through our network often allows competitive rates you may not be made aware of through conventional lenders.
It is critical to review and analyze your clients current real-estate holdings to ensure they are taking advantage of changing property markets and lending options. Hayden Royal provides guidance and access to select Real-Estate Funds and Projects to ensure you have the best fit for their needs.
Strategies focused on the generational transfer of your clients' wealth should be periodically reviewed as their estate changes and new legislation creates opportunity for optimization. With access to regional and national estate planning attorneys, we can help craft multi-faceted strategies that align with your clients' goals.
All Hayden Royal Advisors gain access to a team of seasoned industry experts who have built successful RIA's. Our business development team will help you build a staged growth strategy designed to help you achieve Your growth goals without overreaching.
Grow your AUM by working with our marketing team to create strategies focused on finding new clients in your target market.
Leverage the extensive Hayden Royal Network to find available practices in your area and assist with the due diligence.
Grow your firm by recruiting advisors and use the full operational support of Hayden Royal to bring them under your wing.
We know that cutting edge technology is not only a selling point to your clients, but it is also an invaluable tool for you to provide them with outstanding service. We offer a fully integrated technology platform that brings your prospects, clients and financial management tools together, providing focus and allowing collaborative insights.
Hayden Royal advisors are supported with the education and resources that enable outstanding client service as well as career growth. This includes custom coaching focused on outlining your business objectives, crafting a strategic plan, and supporting you with the tools and training you need to realize those goals.
Our job is to ensure you have the knowledge and resources required to bring your clients the most comprehensive wealth management strategies available. If you succeed, we succeed.
Hayden Royal provides the people, knowledge, and infrastructure required to fully support an independent advisor's back office needs while offering services like advisor coaching, strategic growth planning, business continuity planning, compensation planning, and succession planning. We invest in the latest tools and offer a fully compliant, integrated technology platform that includes a CRM, portfolio accounting and analysis, research, performance reporting, financial planning, and more. Enjoy the benefits of a larger firm with the freedom of being an independent advisor.
Gain access to the network of Hayden Royal Advisors starting on day one. As a part of the on-boarding process, you'll be introduced to the most suitable peers so you can collaborate safely.
You stay in control of your clients. We provide the people, knowledge, and infrastructure you need to exceed your client's expectations and grow your business.