Work directly with President, Matt Peterson as your project manager. Not a random support person. Matt has over 13 years of industry experience as the founder of (parent company) Make It A Great Day, Inc. in 2004.
Like our clients, we only take on a handful of new advisors each month. "The right ones."
Better Online Exposure
Prospective investors likely search for Service + Location. Not your company name. Leverage this opportunity with a better website provider. We offer the best 'on-site' seo tactics in the industry.
All new custom websites and advisor templates are built with the latest Responsive Design technology. They also pass the Google Mobile-Friendly Test.
Breaking away due to the DOL Rule? We specialize in assisting advisors that might be starting a new RIA or moving AUMs to a new custodian/BD. MIAGD is your one stop shop for everything from logo design to content creation to email archiving. Let us take the stress out of your branding transition. See Our Recommended Process
Ready to get started? Due to our boutique company structure and personal service, we only take on a handful of new clients each month. Please contact us today to see if we might be a good fit for your firm.