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Create an independent financial practice based on your own vision

We feel that Independent Financial Consultants can only excel when they’re the ones calling the shots. For this reason, 1DB provides our IFCs with the support to run their offices in a way that is best suited to their needs and the needs of their clients. Since each independent financial consultant is the true authority on the inner workings of their own practice, we give each representative the ability to make their own decisions about the shape and direction of their financial services business.

From our vantage point, each Independent Financial Consultant is a visionary, carving out an individual market niche and growing a highly personalized financial consulting practice. 1DB is here to provide the high level business support services, industry-leading investment products and customized financial resources to ensure that each consultant achieves their individual goals. By focusing on providing the right tools and services, 1DB creates a working environment that allows IFCs to exceed their clients’ expectations and grow their business.

 

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“New consultants are always a bit surprised by our approach to problem solving: we don’t put them on hold, offer to get back to them or transfer them to someone else, we simply work with them to create honest solutions.”

- Bob Iles
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Ridge Clearing & Outsourcing Solutions, Inc. is a member of the Securities Investor Protection Corporation (SIPC), which protects securities and cash of the customers of its members up to a maximum of $500,000, of which $100,000 may be cash. More information about SIPC coverage is available at www.sipc.org.

Each client's account is protected up to $150 million, including cash of up to $2 million. The first $500,000 of coverage (including $100,000 on cash holdings) is provided by the Securities Investor Protection Corporation (SIPC). Ridge Clearing & Outsourcing Solutions purchases an additional insurance policy through London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter). A $600 million aggregate limit applies as well, which is the most the London Underwriters will pay in the event of liquidation. SIPC insures the assets held in brokerage accounts if the brokerage firm fails. SIPC does not protect investors against investment decline or loss.
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