“With Investacorp's experienced Transition Team working with us onsite, we were able to move our business over within two weeks. Ordinarily, we would expect it to take three months, minimum. When it comes to transitioning client accounts, that's as good as it gets. That wasn't the main reason we made the switch to Investacorp, however - it was the quality and genuineness of the people.”
Bob Chess, Estate Solution Planners, Inc.
“We narrowed our search to three broker-dealers, and Investacorp was a cut above the rest. In less than a year, Investacorp has become a trusted extension of our business, one that, happily for us, shares the same work ethic and sense of integrity. They give us the very best in compliance, technology and business support. I feel I can always call people in the office who know me by name, who have been there a long time, who are really knowledgeable and who always have our back. Investacorp rocks!”
Jerri Gray, Driskell Gray, Inc.