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“Tom worked with our broker dealer at Riggs Bank on a new marketing approach. He got results and we were very pleased with the work that Tom performed for us.”

—Henry Morneault
Chief Operating Officer
Zdenek Financial Formerly CFO Riggs Financial

Industry Vendors and Support Resources

Kane Carlton works with and for many of the industry’s leading product and service providers. Our team understands the nuances associated with arming wealth management firms and advisors with the latest tools to not only compete, but to win.

We can help you and your clients be thoughtful about the application of your products and services deepening your value proposition and your market share.

Investment Management PlatformsWhether providing competitive analysis, installing a new investment management platform, customizing a compensation plan, providing an objective perspective or helping existing clients more fully adopt your services, the synergies between our businesses provide an exponential benefit to our mutual clients, strengthening our relationships and competitive distinction in the marketplace.

We not only work with your clients, but provide services designed specifically toward your firm, furnishing you with an objective perspective of how you compare to the competition, how to improve processes, branding, messaging and other key elements making your firm the first and logical choice for clients and prospects.

We provide comprehensive services to the following constituencies: