Advisory businesses are built in different ways, and whether you are an independent advisor or running an RIA, we understand the entrepreneurial spirit that drives you.
Trek is designed to support the spectrum of how advisors build their businesses. Some operate as independent advisors within an RIA structure, while others choose to run their own RIA with full autonomy. Both paths come with different needs, and our model is built to flex accordingly, offering the tools, infrastructure, and support that fit the way you choose to run your business.
We work with advisors who want to spend more time with clients and less time managing the moving parts behind the scenes. These are business owners who value independence but don’t want to be buried in operations, compliance, or technology decisions every day.
Trek provides the infrastructure and support—across planning, investment strategy, service, and operations—so you can focus on the work that matters most to you and your clients.
We’re an RIA ourselves, but the way we work with other RIAs is different. If you already have your own firm and want to keep it that way, we support that fully.
You maintain control of your entity, brand, and relationships, all while choosing the parts of our business support infrastructure that serve you best. Whether it’s access to investment support, technology platforms, operational tools, or team resources, you decide what to use and how to use it. There’s no required bundle or preset path, just a flexible business hub you can tailor to fit the way your RIA already works.
