Osaic Wealth

What is Osaic Wealth, Inc.?

Osaic Wealth, Inc. is a broker-dealer and registered investment advisor (RIA). This means it serves two key roles:

  • As a broker-dealer: It facilitates buying and selling securities (stocks, bonds, mutual funds, etc.).
     
  • As an RIA: It provides investment advisory services, helping clients develop financial strategies and manage their portfolios.

In simple terms, Osaic Wealth is the platform that allows you to access investment opportunities while ensuring your transactions are handled securely and in compliance with regulations.

How Does Osaic Wealth Fit Into Your Portfolio?

Osaic Wealth plays a behind-the-scenes but critical role in executing, managing, and safeguarding your investments. Here’s how:

 

Osaic provides a broad range of investment options, from stocks and bonds to mutual funds and alternative assets. This means you have access to diverse investment choices tailored to your financial goals.

Your assets are held and managed through Osaic’s network, ensuring security, regulatory compliance, and proper reporting.

If you’re working with a financial advisor affiliated with Osaic, they help create a strategy for your portfolio while leveraging Osaic’s resources, research, and tools.