Cybersecurity and IT Solutions for RIAs:

Both! We are a full Managed IT Services Provider (MSP) that specializes in the unique needs of Registered Investment Advisors (RIAs). We can act as your complete, outsourced IT and cybersecurity department, or we can work in partnership with your existing IT staff. Our core services include:

• Comprehensive IT Support: We serve as your help desk for all business technology.
• Cybersecurity Program Management: We manage your entire cybersecurity program, including endpoint security (antivirus/EDR), firewalls, backups, and secure configuration of your systems.
• Compliance Documentation & Support: We write and maintain your firm's specific cybersecurity policies and procedures (WISP), conduct vendor due diligence, perform annual risk assessments, and provide penetration testing.

Yes, absolutely. This is a core part of our service. We don't just provide technology; we provide the compliance framework to go with it. We can create your BCP and WISP from scratch, tailored to your firm. For VRM, we handle the entire due diligence process for you, from contacting your vendors to interpreting their security documentation and assessing their risk.

If you have a WISP and VRM that you want to continue to use, we can also work with those and ensure that you are only committing to things you are actually doing.

We are a service-oriented partner, not just a software reseller. We provide you with the customized policies and then implement the technical controls to match what those policies say. For example, if your policy requires data encryption, we ensure your devices are encrypted and provide the reports to prove it. The goal is to close the gap between "what you say you do" and "what you actually do."

If it makes sense for your firm to have two technology providers, one focused on support and their focused on compliance and cybersecurity, we can help take up that charge.

We position ourselves as a specialized partner to your existing IT team. Typically, your in-house IT will handle daily user needs and tickets, while we manage the specialized cybersecurity and compliance functions, like configuring Microsoft security controls, running phishing tests, managing advanced security tools, and providing compliance documentation. This "split duties" model is a best practice that auditors like to see.

You'll work directly with our small, consistent, US-based team located in Knoxville, Tennessee. We do not outsource our support. You'll get to know our owner, COO, and our lead technical staff by name. We believe a personal relationship is key to a successful partnership.

Our onboarding process is designed to be low-impact for you. For a full migration, it typically requires 2-4 hours of your time over 30 days, with most of the work happening in the first week. We handle the entire technical transition, including coordinating directly with your old IT provider. For a new firm, we can get essentials like email set up in just a few days.

Yes. We are one of the few Apple-certified MSPs and we support whatever platform makes you most productive. We have extensive experience securing both macOS and Windows environments to meet RIA compliance standards.

We follow a modern, robust backup strategy. We back up your critical cloud data (Microsoft 365 email, OneDrive, SharePoint) directly from Microsoft's cloud to a separate, independent cloud data center. This ensures your data is safe from deletion, ransomware, or a Microsoft-centric outage. We typically do not recommend local backups for most cloud-native firms.