Wealth Management Services for Depositories
Quality service. Extraordinary expertise.
Backed by the strength of Inter Consultant for more than 30 years, the Financial Institutions Division (FID) partners with banks and credit unions to provide sophisticated solutions designed to meet a diverse range of objectives for investment programs.
Financial Institutions Division of Inter Consultant
Our Institution-Centric Model
Benefits for your advisors
Advisors in a bank or credit union are in a distinct position; the Inter Consultant Financial Institutions Division fully recognizes that. Advisors benefit from:
- Opportunities for wealth management business growth
- Full access to the entire Inter Consultant product platform
- The support, reach and scale of a leading firm
- Practice management and consulting support to streamline investment programs
Benefits for your institution
The Inter Consultant Financial Institutions Division has a long history of supporting institutions with a full complement of securities brokerage and investment advisory services of a respected firm. Your institution benefits from:
- The capabilities, investment options and expansive resources clients expect
- An entire business unit dedicated to serving financial institutions like yours
- Integrated technology to keep your investment program productive and connected
- Sophisticated product lines and support to attract top talent to your program