Case Studies
How our clients are leveraging the Advisor Xi platform.
Case Studies
How our clients are leveraging the Advisor Xi platform.


Case Studies
Stanford Investment Group, Inc.
When it comes to the age-old choice, “build or buy,” Stanford Investment Group (SIG) knows the best option for independent RIA practices.

At A Glance
  • Founded: 1982
  • Location: Mountain View, CA
  • Website: www.stanfordinvestment.com
  • Services Offered: Comprehensive wealth management, which encompasses financial planning, asset
  • management, and financial concierge offerings
  • AUM: Approximately $750 million*
  • Clients: 260*
  • Staff: 16 Total Employees, Including 7 Wealth Advisors*
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
Spectrum Management Group, Inc.
How can independent advisors offer more value to clients than ever before? They can start by harnessing the state of-the-art technology at the heart of digital advice offerings for their practices.

At A Glance
  • Founded: 2001
  • Location: Indianapolis, IN
  • Website: www.spectrum-mgmt.com
  • Services Offered: Comprehensive wealth management and family office
  • AUM: Approximately $500 million*
  • Households: 150-160*
  • Staff: 9 total employees, including 4 advisors*
  • Primary Custodian: Schwab
  • Portfolio Reporting, Billing, and Client Portal: Advisor View™
  • Portfolio Monitoring and Trading: Advisor Rebalancing®
  • CRM: Advisor CRM®
Integrated Wealth Management
A Case Study in How Advisor® Xi can Double Assets, Clients & Advisors in Just 4 Years.

At A Glance
  • Founded: 1995
  • Headquarters: Palm Desert, Calif.
  • Website: www.iwmgmt.com
  • Services Offered: Financial planning, portfolio management, 401(k)/defined benefit/cash balance plan design and implementation, educational seminars/workshops, estate planning, insurance planning/asset protection, planned giving, and retirement income planning
  • AUM: Approximately $1.2 billion
  • Clients: Close to 1,200 households
  • Staff: 17 advisors
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
Bronfman E.L. Rothschild
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth

At A Glance
  • Founded: 1997
  • Headquarters: Rockville, Md.
  • Website: www.belr.com
  • Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting and administration
  • AUM: Approximately $4 billion
  • Clients: About 1,300 individual accounts
  • Staff: 70 team members, including 31 advisors
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View™
  • CRM: Advisor CRM®






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