Nottingham Partner Solutions
Nottingham Partner Solutions is a service of Nottingham Financial Group, leveraging the capabilities of sister organizations Nottingham Trust, Nottingham Advisors, and BPAS to deliver turnkey services to help better optimize, enhance, diversify and scale your wealth management business.
Partner & Grow Your Business
- Increase value to your clients with new or expanded services
- Gain new revenue opportunities while avoiding the overhead costs of hiring in-house
- Partner with highly experienced, credentialed, and accessible professionals
- Reduce risk and liability with a dedicated partner
- Customize a partnership that complements your practice and prioritizes your brand
SERVICES
Chief Investment Officer
A highly credentialed team from Nottingham Advisors delivers a range of investment strategies to help meet your client’s unique goals. Our team takes care of the investment details — portfolio research, construction, and monitoring — so you can focus on growing your business.
Trust Services
Leveraging Nottingham Trust’s OCC-regulated national trust charter, we deliver solutions to help you meet your clients' continuum of trust and life planning needs. Our delegated trust partnership allows you to focus on investment strategies and client engagement while we handle compliance, reporting, and administrative duties.
Roadways Express IRA Services
Delivered as a partnership between BPAS and Nottingham Advisors, this high-touch, technology-enabled solution is built for advisors and trust companies with small to mid-sized IRAs. While you take care of the client relationship, we’ll handle the administration, trading, and custodial platform; deliver a full suite of technology with educational, wellness, and financial planning tools; and screen and monitor the funds and manage risk-based model portfolios for your IRA clients. We’re here to help you serve more clients and grow your business.
Retirement Plan Services
BPAS partners with advisors, trustees, and financial professionals across the nation to deliver a range of services designed to give financial partners a competitive edge. BPAS services include Workplace Retirement Plans, Actuarial & Pension, Health Benefits Consulting, VEBA/115 Trusts, IRAs, Health & Welfare Plans, Fiduciary Services, Collective Investment Funds/Trusts, Fund Administration, Institutional Trust, and Advisor Coaching. We'll help simplify your benefit plan challenges without the need to engage multiple providers. One company. One call.
Fiduciary Services
With a credentialed team dedicated to investments, BPAS delivers comprehensive fiduciary services customized to meet your client’s unique needs. ERISA 3(38) Investment Management Services offer fiduciary protection, with the entire burden of establishing and maintaining the Plan’s investment menu delegated to BPAS; with ERISA 3(21) Investment Advisory Services, we serve as co-fiduciary and help establish and maintain the plan’s investment menu. Plus, all clients receive investment monitoring, documentation, reporting, and consultation. Whether you choose a little support or a lot, BPAS has your back.
Coaching & Practice Development Services
What’s Next, a BPAS service, offers professional coaching and consulting to financial advisors looking to build more efficient, profitable businesses. With more than 75 years of collective advisor consulting experience, the What’s Next team creates a customized, strategic roadmap to help you grow your business and get to the next level.
