Broker Check

Why Partnering with a Large Firm is beneficial
vs. being owned by one

Our business is built on the foundations of meaningful client relationships and there is no better way for us to foster those than to be independently owned and operated. This provides us with the freedom to use the latest technology packages for our clients and when a better solution presents itself, we can upgrade the technology for the benefit of our clients without needing to worry about how we are going to implement. 

Why Partnering with a Large Firm is beneficial vs. being owned by one

Three Rivers Diversified Capital, LLC was created after seeing the purchase of small, independently owned firms by large, publicly traded entities and not seeing the benefits of the transaction go to clients. Often times, the larger company offers an inflated multiple for the business where it would be untenable for the business to remain independent with a new investor. These transactions and offers are made with top-line revenue as the focus point and from there the new multiple is backed into by outsourcing Investments and Financial Planning.

If you value sitting across from the people managing your money and providing recommendations for your financial plan, then you may be a great fit for our firm. 

Have a Question?

Thank you!
Oops!