Holding advisors accountable with clear benchmarks and transparent reporting.
CLARITY IN INVESTING
ARMADA by Wealthstone
Manage your assets with a team of advisors - with transparent dashboard reporting.
WealthStone created the ARMADA consulting solution to serve the growing trend of investors dividing their wealth among multiple investment advisors to benefit from diversification of investment philosophies. ARMADA provides a comprehensive answer that simplifies a multi-advisor team into a time efficient and effective program with one set of reports for all investment assets.
“ARMADA offers true portfolio diversification by utilizing multiple advisors and leveraging their distinct investment philosophies.”
— BRIAN STERTZER, ARMADA MANAGING DIRECTOR