Our firm makes successful wealth managers even more successful.
Investment Gold is the ultimate client care system for wealth management
professionals. If you are building your practice, Investment Gold
will empower you to attract and retain your ideal clients. If you
have a mature practice, Investment Gold will allow you to develop
a turn-key operation, freeing you to work "on" your practice
rather than "in" it and maximizing the market value of
We only deal with two groups of wealth managers. Top performers.
And those committed to becoming top performers. Our clients range
from entire brokerages and dealerships to individual offices and
even individual wealth managers within an office.
We recognize that our clients need comprehensive solutions, not
just software. So we provide our clients with much more than just
Investment Gold. We also provide all of the professional services
necessary to ensure the success of our clients. And we back that
up with our satisfaction guarantee.
Our firm was incorporated in 1997 and continues to be managed and
majority-owned by our founding partners. In these days of corporate
scandals, our clients appreciate the stability and long-term committment
of a management-owned business.