For Elite Wholesalers
Offering Wholesalers Independence in Asset Management
For elite wholesalers who have outgrown the constraints of the traditional model, A2 offers a platform to operate with the autonomy, resources, and relationships you've earned — on your terms.
Our Approach
The 7 Pillars of the A2 Wholesaler Platform
Own Your Relationships
Clear, documented credit for the book of business you build.
Control Your Day-to-Day
Broad discretion over how you service your clients rather than following someone else's handed down plan.
Be a Partner, Not an Employee
Partner-level economics and a voice in business strategy.
Entrepreneurial Mindset
Define your personal success, while influencing firm-level success.
National Scale, Unconstrained Opportunities
No fixed territory lines in representing a broad and growing platform.
Clear & Transparent Compensation
No hidden grids or discretionary adjustments.
Infrastructure Support
Product, technology, and compliance covered, allowing you to focus exclusively on supporting your financial advisor clients.
Trusted Relationships. Thoughtful Distribution.™
The private wealth ecosystem is evolving. a-Squared Investment Partners exists to lead that evolution — for advisors, wholesalers, and investment solution providers who believe there is a better way.