Benefits of Independence

Discover the freedom to run your business your way.

We hear about it all the time — financial professionals being pressured to sell certain products, do business a specific way, treat some clients differently than others. No one should have to work like that. Our business philosophy is best summed up in two words: Independent thinking.

What does that mean to you? It means you’re free to run your business your way. It means having choices like these:

  • Sell the products you want to sell.
  • Process transactions by phone, fax, mail, or Web.
  • Work on a commission basis or through an RIA.
  • Select the technology that’s right for you.

And regardless of the options you choose, our fee structure stays the same. We don’t give you bigger payouts for working with larger clients, selling particular products, or doing business with Strategic Partners.

Learn more about the benefits of working with Cadaret Grant. Please call Recruiting 800.288.8601 for a frank and confidential discussion.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.