Tools, Products, and Services to Fit Your Practice

Your business model is unique, because the way you serve your clients will always be one-of-a-kind. Yet, to offer your clients the best advice possible, you need access to the right tools and products. Here’s what you’ll have in your toolbox as part of Momentum Independent Network.

Building Client Relationships

One of the most common challenges facing financial professionals is finding enough time to deepen their client relationships and build their business. We work closely with you to provide the support you need to minimize time spent on non-client-facing tasks, allowing you to do what you do best – provide the customized, personal service your clients need.

Goals-Based Planning

We believe the nature of goals-based planning facilitates a closer relationship between clients and their financial professionals, keeping you informed about changes in your client’s life that could require adjustments to their portfolio. Also, financial professionals can work with better with clients when market fluctuations no longer lead to emotional investment decisions. Momentum Independent Network has implemented a goals-based planning philosophy across our firm and in our technology platforms. We’re eager to help you use this important tool to strengthen you client relationships.

The MOmentum Platform



In 2020, we launched our new state-of-the-art, proprietary technology platform, MOmentum. Backed by FIS, an industry-leading financial technology provider, MOmentum provides advisors and clients with real-time data processing and viewing through a web-enabled, customizable, user-friendly platform.

Investments

We don’t believe in cookie-cutter portfolio modeling. Our advisors have the ability to create personalized portfolios tailored to the specific needs of their clients. We do this by giving you access to a full suite of investment products and solutions, including:

  • Open Architecture Advisory Platform

  • Mutual Funds, ETFs, & UITs

  • Alternative Investments

  • Equities & Options

  • Futures & Commodities

  • Agriculture, energy, indices, and metals as well as speculative trading and hedging strategies

  • Fixed Income Products

Fixed Income

Our affiliate, Hilltop Securities Inc., is consistently ranked as one of the top municipal advisors in the nation, and we have our finger on the pulse of issuances across the country. Our municipal sales and trading desks provide you with new fixed income products and trading capabilities through a well-established distribution network including:

  • Investment Grade Corporates

  • High Yield Corporates

  • CDs

  • Structured Products

  • Mortgages

  • Municipals

  • Preferreds

  • UITs

  • CDARs

Insurance

If insurance is your forte, HilltopSecurities’ insurance team can provide you with products from more than 100 top-rated carriers, including the top tier of annuity, life insurance, long-term care and disability insurance providers. Our insurance products include:

  • Variable Annuities

  • Fixed and Fixed Indexed Annuities

  • Single Premium Immediate Annuities

  • Life Insurance

  • Disability Income Insurance

  • Long-Term Care Insurance


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