Partner with Associated Professionals

One of the best ways to build your business and gain access to new clients is to develop a networking alliance with associated professionals.

Our Commonwealth Alliance Program (CAP) is designed to allow outside professionals, including accountants, insurance agents, and other client centers of influence, to be compensated for introducing investment advisory clients to Commonwealth advisors.

We offer marketing materials, best practice guidance, and knowledgeable consultants to help you assemble your referral network. (This program applies only to Preferred Portfolio Services® advisory and consulting services, and you negotiate the percentage split of the advisory fee for a referred client with the associated professional.)