One of the keys to our success is Western’s entrepreneurial environment. We recognize the Broker and Advisor’s ownership of his/her book of business. We have no proprietary products, no product emphasis and you own your clients’ accounts.
A Relationship Tailored to You
We recognize that every Representative has a unique situation and as a result we don’t force a “one size fits all” business model on you. We have developed an infrastructure built on the business practice needs of our Brokers and Advisors. We work out terms that fit your needs. Even the fees that your current wirehouse imposes for the transfer of your book can be paid by WIS, contingent on your volume of business.