THE MSHCA advantage

Services that are tailored to fit your unique situation.

Changing providers or starting a new RIA may seem overwhelming at first, but you don’t have to go through the process alone. We have the expertise, contacts, and strategic partnerships required to make the process seamless and successful.

the mshca partnership

Advisor services that are flexible and dependable.

Our model allows you, as the advisor, to utilize our services and support in transitioning to independence. Whether you would like to have your own brand, logo, and company name or tuck in under the MSH Capital Advisors brand, we have a solution. We work with you to understand your visions and goals and collectively decide what solution will best suit your needs. We provide operational relief and manage risk so you can focus on your business and clients.

Empowering advisors with premium support and services.

Direct Contact with Executives

Our support team is knowledgeable and dedicated to providing a superior experience, and you still have access to senior management.

Customized Solutions

We do not believe in a one size fits all approach. That is why our services are tailored to fit each advisor's unique situation.

Veteran, Professional Team

Our professionals have the expertise, contacts, and strategic partnerships required to make the process seamless and successful.

Invested in You

We have invested in the necessary tools for your growth, such as a modern technology platform and multiple products and services.

The MSHCA advantage at a glance

These are some primary benefits and services that we offer so you can stay focused on serving your clients.

COMPLIANCE MANAGEMENT

ADVISOR SUPPORT & SERVICES

BUSINESS SET-UP & SERVICES

TECH STACK & TECHNICAL
SUPPORT SERVICES

BROKER-DEALER SERVICES

INSURANCE SERVICES

Ready to make the move?

Contact us today for a Discovery Discussion