FAQs
10 questions in 5 minutes to learn about Mosaic, about our partners, and about working together.
Who is Mosaic?
We support advisors, particularly wealth managers. We are veterans of private banking, capital markets, insurance, and corporate services. For 40 years, we have worked with HNW+ clients and their advisors to develop strong relationships and meaningful counsel. Now, we focus on advisors.
What is Mosaic’s UVP?
Our ultimate value proposition: We help advisors focus entirely on their clients. We supply high-demand products and world class services, and our advisors delegate as much or as little responsibility to us as they choose.
What does Mosaic sell?
We sell a service: simplicity and access everywhere.
Advisors simplify operations to focus on their clients, and delegate responsibilities to Mosaic.
Advisors and their clients gain access to high-demand products and world class services from Mosaic.
Advisors and their clients work with us everywhere. That’s service.
Who works with Mosaic?
We work with everybody, everywhere.
We work with individuals including private bankers, wealth advisors, financial planners, attorneys, accountants, and private clients around the world.
We also work with organizations including banks, broker dealers, insurance companies, fund companies, portfolio managers, fintechs, prop desks, and family offices.
How do I work with Mosaic?
Let’s talk about working together! Call Nora Charles at +1 (801) 921-4580 or email us at info@mosaic.online.
What does Mosaic do for me?
We simplify, we supply, and we work everywhere.
We keep it simple. You manage your client relationships. We do the rest. Portfolio management, platforms, backoffice, reporting, anything. Whatever you want.
We grant you access to select products and services for you and your clients. Deal flow, lending, investment banking, prime brokerage, funds, alts, dark pools, structured products, etc. Whatever you need.
We meet you where you are. We are headquartered next to the slopes in Utah, but you’re covered by offices to serve you around the world.
What are Mosaic’s benefits?
We ask our advisors ‘What benefits matter to you?’, this is what they say:
Simplicity. “Mosaic makes everything easier.”
Professionalism. “Mosaic’s team makes the difference in winning new clients and investment mandates.”
Freedom. “I trust Mosaic’s scope, performance, and price. I’m confident I can satisfy legacy clients and I feel free to pursue high-value new business.”
Should I work with Mosaic?
We ask our advisors ‘Why do other advisors work with Mosaic?’, this is what they say:
Winning. “Advisors need a great team to win these days. Mosaic is a great team.”
Price. “My annual operating expense was $1 million. Now, it’s $250,000.”
Scope. “Mosaic is like a baby ‘bulge bracket’ - you do everything and you do it well. But, without an attitude.”
How do you support advisors?
We’ve done this for 40 years, and we know what success looks like.
We listen to advisors, consider their skills and circumstances, and we put them in a position to succeed.
Together, we win each client one at a time.
Sometimes, we supply the suite of world class products. Sometimes, we work with advisors to develop, pitch, and execute end-to-end strategies for clients. And, sometimes we offer advisors some camaraderie and coaching when they need it.
Do I need to be registered?
No. We work with a lot of attorneys, accountants, and private consultants. Often advisors are trusted with responsibility beyond their scope and comfort. We can help.
Our partners and affiliates are registered entities in jurisdictions around the world.
Working together, our solutions comply with legislation and regulation and satisfy all parties.
We’re there with you to solve the problems that matter.
