OSAIC is one of the leading independent wealth management and brokerage service platforms in the United States. The company is dedicated to supporting independent financial advisors, registered investment advisors (RIAs), and financial institutions by providing a comprehensive technology platform, compliance support, and product resources. Leveraging professional asset allocation tools and research systems, OSAIC assists advisors in developing personalized wealth management strategies for their clients. Currently serving over 10,000 independent advisors with assets under management reaching hundreds of billions of dollars, OSAIC holds a leading position in the industry. With its scale and innovative capabilities, OSAIC is driving continuous development and advancement in the independent wealth management sector.
OSAIC’s core business model focuses on offering holistic support services to independent financial advisors and enterprises. These services are designed to help advisors better operate their businesses and serve their clients, primarily including:
·Broker-Dealer and RIA Services: Providing securities trading, investment product access, and compliance support.
·Integrated Wealth Management Solutions: Including retirement income planning, investment management, and financial planning.
For years, OSAIC has been committed to fostering a corporate culture rooted in its core values:
Entrepreneurship, Innovation, Self-Discipline, Collaboration, and Integrity.
Core Values
Professional and Reliable
High-quality strategic investment solutions based on precise data analysis.
Sustainable Growth
Dedicated to long-term wealth preservation and appreciation, supported by a robust risk management framework.
Comprehensive Risk Control
A multi-layered security system, including bank custodianship, ensures transparency and traceability for all transactions.
Intelligent and Efficient
Real-time market data, precise analysis, and advanced algorithms help you quickly identify and seize opportunities.
Diverse Asset Coverage
A wide range of investment instruments—stocks, bonds, foreign exchange, options, and block trading—cater to the needs of different investors. OSAIC operates effectively in both secondary and primary markets.
Customer-Centric Approach
Tailored services designed to simplify and enhance each client’s investment experience.
Expert Support Team
Experienced professionals provide specialized assistance, offering prompt responses to your technical and trading-related inquiries.
Safety First
Advanced security technology safeguards user data and funds, allowing you to invest with peace of mind.
OSAIC’s commitment to excellence extends beyond traditional wealth management. The company invests heavily in technological advancements, integrating AI-driven tools and big data analytics to provide clients with real-time insights. This empowers advisors to make more informed decisions, optimize portfolios, and mitigate risks. OSAIC’s ability to stay ahead of market trends, combined with its world-class infrastructure, ensures it remains a trusted partner in the wealth management industry for years to come.
Our Brand Promise
Choosing OSAIC means partnering with a trustworthy and forward-thinking platform in a rapidly evolving financial landscape. We are committed to professionalism, transparency, and innovation, empowering global investors to achieve their goals with confidence.
Our diverse trading models and product portfolios are designed to deliver higher returns and a seamless user experience. Whether you are a novice or an experienced investor, OSAIC offers efficient, secure, and personalized investment solutions tailored to your needs.
Ready to trade smarter?
If you are looking for a professional, reliable, and comprehensive trading platform, we invite you to join OSAIC—a world full of opportunities.
OSAIC—Making Every Investment Count.
