Go independent without rebuilding everything alone.
You’ve built the client relationships. Going independent shouldn’t mean assembling investment management, trading, operations, and technology from scratch. CacheTech gives you institutional capability and a unified operating system, with direct access to the people behind every decision, so you keep your book and your identity without the overhead.
The reasons to leave are real. The reasons to stay are usually just inertia.
Most advisors don’t leave for one dramatic reason. They leave when the friction of staying finally outweighs the fear of the move.
Keep more of what you build
Payout grids, platform fees, and cross-sell pressure quietly cap what your practice is worth to you.
Own the investment decisions
You answer to a home-office model menu instead of building portfolios you actually believe in.
Build a firm that’s yours
Your clients are loyal to you, not the logo on the door. Independence lets the brand match the relationship.
The hard part of independence isn’t the decision. It’s the infrastructure.
CacheTech is the investment and operating team behind your independent firm, so the move doesn’t mean becoming your own back office.
Institutional-caliber, your way
Research-led portfolio construction, an investment committee, and the flexibility to use CacheTech models, your own, or both.
The work carried for you
Transitions, restrictions, rebalancing, tax-aware implementation, billing, onboarding, and recurring service, all coordinated by one team.
One operating system
CRM, workflows, reporting, portfolios, documents, and a white-labeled client experience, connected around the household.
A managed sequence, not a leap.
Independence is a set of decisions, dependencies, and client communications. We handle it as a plan, with people who’ve done it before.
Map
Your book, accounts, current platform, and what has to move.
Decide
Operating model, investment approach, and what stays yours.
Configure
Models, workflows, reporting, and client access.
Transition
Accounts, documents, and portfolios, sequenced with communication.
Operate
Run the firm with an investment and operating team behind you.
Running an independent RIA became easier than the wirehouse.
After a decade at UBS, Jacob Rieger joined Vaultis Private Wealth. When a legacy TAMP relationship was disrupted, Vaultis evaluated platforms nationwide and chose CacheTech for a unified operating system, direct access, and a partnership built around how advisors actually work.
The WealthAdvisor 2026 America's Best TAMPs list is a third-party recognition. Rankings are not indicative of future performance and do not represent any client's experience. Criteria and methodology are determined solely by WealthAdvisor.
Independence, not a new set of handcuffs.
- Your clients and your book. The relationships are yours; CacheTech operates behind them.
- Your investment philosophy. Use your own models and rules, or lean on the CacheTech team. Your call, account by account.
- Your brand. A white-labeled client experience carries your firm’s identity, not ours.
- Your level of involvement. Full-service, collaborative, or run the platform yourself, and change it as you grow.
Talk to the team before you talk to anyone else.
Independence is a big decision with real mechanics: your book, your clients, your timeline, your comfort. Start with a confidential conversation about what going independent could actually look like for your firm, whether or not CacheTech is the answer.