Financial Institutions

How We Work

With Grossbard Financial Institutions and Osaic Institutions by your side, you can grow a successful wealth
management program that aligns with your institution’s unique goals.  Grossbard Financial Institutions makes big feel small while delivering financial institution expertise in areas such as technology, Marketing, Strategic Program Planning, recruiting, lead generation,
compliance, and more.

Tap into Osaic’s capital and scale, along with personalized resources designed specifically for bank and credit union investment programs.  Grow your investment program your way with a broker-dealer partner that understands your business and the importance of a personalized and flexible approach.

Premier service experience with Grossbard Financial Institutions

We seek a deep understanding of your institution in order to build strong relationships with financial professionals — who they are, how they conduct business, and what is important to them. Our goal is to improve the daily workflow for program managers, financial professionals, and licensed branch employees so they can focus on strengthening client relationships and driving business. We continually solicit feedback and assess our service model to ensure it’s responsive to regulatory and economic conditions as well as the needs of our institutional clients and their teams.

Relationship management with Grossbard Financial Institutions

Receive personalized, hands-on support dedicated to your program’s growth. Each institutional client receives a relationship manager who is attuned to your program’s day-to-day operations and collaborates with leadership to drive long-term strategies. Institutional clients also receive a dedicated Support Services team member who provides training and operational assistance.