Financial Professional Partner
A qualified professional who introduces individual clients to appropriate Ursus-supported capabilities while maintaining the primary client relationship.
Financial Professionals
Specialized Resources for Trusted Professionals.
Expand the resources available to your clients without having to build every specialized capability internally. Ursus works alongside qualified professionals to provide education, implementation support, tangible-asset expertise, insurance solutions, and experienced coordination.
Who the platform serves
Specialized support for established professional relationships
Ursus works with qualified professionals whose clients may benefit from focused insurance, retirement-income, and tangible-asset resources.
Registered Investment Advisors
Independent financial advisors
Family offices
Insurance professionals
CPAs and attorneys
Real-estate professionals
Self-directed-retirement professionals and educators
Other qualified professionals whose clients may need specialized resources
For Real Estate Professionals
Help Future Buyers Put Retirement Funds to Work While They Prepare.
When a client intends to purchase real estate through a self-directed retirement account but is not yet ready to transact, Ursus can help coordinate account funding and an eligible physical-precious-metals strategy while the property search or investment plan develops.
Current specialized capabilities
Focused resources available today
Physical precious-metals education and execution
IRA-eligible precious-metals coordination
Retirement-income and annuity solutions
Life-insurance strategies
Client education
Custodian and account-process coordination
Large-volume precious-metals liquidation support
Collaboration with existing financial, legal, and tax professionals
How Ursus works alongside you
Your relationship remains central
Ursus helps address a defined client need while respecting the professional’s role, communication preferences, and established relationship. We coordinate scope, responsibilities, and next steps before implementation.
Protecting the existing client relationship
Collaboration without displacement
The referring professional maintains the primary relationship. Ursus focuses on the agreed specialized capability, communicates clearly, and collaborates with the client’s existing financial, legal, and tax professionals.
Education and client-ready resources
Clear information for better conversations
Ursus can support appropriate educational conversations, product-category explanations, tangible-asset education, and coordinated follow-up so clients can understand the purpose, process, and material considerations.
Account and custodian coordination
Experienced process support
For eligible retirement-account transactions, Ursus can help coordinate with the custodian, approved suppliers, depositories, and other involved professionals while respecting account rules and required approvals.
Self-directed retirement professionals
A flexible pathway before a property is identified
A client may begin establishing and funding an appropriate self-directed account before identifying a specific property. Depending on custodian approval and account rules, IRA-eligible precious metals may provide an interim tangible-asset allocation while the client waits for a real-estate opportunity.
Precious metals fluctuate in value and are not cash equivalents or principal-protected. Purchases and sales may involve premiums, spreads, fees, processing time, and settlement time. Only eligible products may be held, and the custodian must approve and administer transactions. Liquidity needs and expected property timing should be considered. Eligibility and suitability depend on the investor, account, custodian, asset, and proposed transaction; not every transaction will qualify. Ursus does not provide tax or legal advice.
Discuss this pathwayPartner paths
Three distinct ways to work together
Each path reflects a different professional role. One is not subordinate to another, and acceptance is not guaranteed.
Managing Partner
A producing Financial Professional Partner who may also assist with professional development, team support, education, and relationship expansion under a written agreement.
Strategic Distribution Partner
An individual or organization capable of developing broader professional distribution while retaining the ability to produce appropriate business directly.
Flexible relationship structures
Defined by role, authority, and written agreement
Compensation and economic arrangements depend on the professional’s role, licensing, appointments, applicable law, type of business, and written agreement. No arrangement implies that an unlicensed person may receive securities- or insurance-based transaction compensation.
How the conversation begins
Start with the client need or professional opportunity
Tell us about your practice, the clients you serve, and the specialized resource you would like to discuss. Ursus will review the inquiry and determine whether a conversation is appropriate.