advisor support & services

We are invested in your growth and believe in your success. We offer the support and services to reduce your burden and allow you the freedom to reach your potential.

Our advisor support and services help open the pathway to success beginning with:

Customized transition plan and timeline
Single point of contact with a dedicated transition team
Established relationships with vendors and custodians
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Software Training

New accounts
Account transfers
Efficient workflow for business operations
Broker-Dealer changes
Insurance appointments & licensing

Transparent billing
Payout monthly or quarterly
Consolidated statements

Secure data storage
Ticketing system for transparent workflow
Current employment contract review

partners through transition

This time of change brings new opportunities in your career, and we are eager to assist in helping you reach your goals. We work to limit the complication and stress of your transition.

We have created a step-by-step process overview.

This process can be tailored to your individual timeframe and needs but generally highlights what you should expect during this transition process.

Weekly calls with a transition team

Electronic onboarding process - no paper!

Account transfer plan

Hands-on training for you and your team

"Your dedicated transition team will provide hands-on training to have you and your team up and running from day one."

mary ann bonnet

Director of Operations

Ready to make the move?

Investment advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA/SIPC. Insurance services are offered through MS Insentra LLC, an affiliate Insurance Marketing Organization (not member FINRA/SIPC). This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. MSH Capital Advisors LLC (MSHCA), nor MS Insentra LLC provides legal or tax advice.
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