IRASelect allows busy financial professionals to focus on making new relationships and servicing existing ones!

IRASelect helps by:

• eliminating costly per account charges associated with most popular trust accounting systems,
• supporting your asset allocation models,
• allowing you to set your own compensation, in the form of an investment advisory fee,
• providing administrative support, including recordkeeping, statement preparation and delivery and, all tax reporting and disclosures,
• allowing you to focus more of your energy selling new business, while we take care of the operational details.