Discover Comprehensive IT Solutions Tailored for RIAs
At FinGarde, we pride ourselves on understanding the unique needs of small to midsize RIA firms across the United States. If you aim to transform your technology into a powerful tool to minimize risk, fortify security, and simplify IT operations, we’re the team you’ve been searching for.
Specialized Focus on RIAs:
Unlike a one-size-fits-all approach, we center our expertise around financial advisors. We recognize that you’re not a restaurant, gym, or mechanic – you need IT solutions that align with your specialized business model.
Prompt and Responsive:
In the world of finance, every minute counts. That’s why our commitment to responsiveness is unwavering. Boasting an average response time of under 30 minutes, even the most intricate challenges are typically resolved before day’s end.
Unwavering Fiduciary Responsibility:
Though not mandated by law, we hold ourselves to the highest standards of fiduciary responsibility. Rather than just another service provider, consider us a coach. We’re here to offer candid advice, ensuring your technology strategy is always aligned with your best interests.
Education-Centric Approach:
We’re not just IT experts—we’re educators. Our team is dedicated to empowering you with the knowledge to operate securely and efficiently. Say goodbye to cryptic tech-speak; we break down challenges and solutions in a language that’s easy for anyone to understand.
SEC Compliance Support:
Complying with SEC regulations isn’t just an obligation—it’s critical for maintaining trust. We’ve navigated the complexities of SEC audits and possess firsthand knowledge of their expectations, ensuring your technology meets compliance standards seamlessly.
Our Vision
To be a partner of such high value, that our clients cannot imagine doing business without us.
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