Core Tenets
INDEPENDENCE
FORCE FOR POSITIVE CHANGE
ENTREPRENEURIAL
We are proud to be BD & RIA agnostic, which allows us to maintain a broader and more diverse network and offer our members a wider range of solutions and support. By putting our members' practice first, we ensure that they have the flexibility and resources they need to serve their clients with clarity, transparency, and integrity.
ENTREPRENEURIAL
FORCE FOR POSITIVE CHANGE
ENTREPRENEURIAL
At the heart of our organization lies an entrepreneurial spirit. We are dedicated to taking a proactive, innovative approach to executing on ideas generated by our members, and serve our members. By staying nimble and responsive, we can quickly adapt to the ever-changing needs of our members and partners without the constraints of bureaucracy or red tape. Our commitment to entrepreneurialism allows us to remain ahead of the curve in an evolving industry.
FORCE FOR POSITIVE CHANGE
FORCE FOR POSITIVE CHANGE
FORCE FOR POSITIVE CHANGE
We remain committed to making a positive impact in the retirement industry. We believe that success and responsibility go hand in hand, and we strive to use our resources and influence to effect positive change. Whether we're supporting charitable causes or driving industry innovation, we are dedicated to leaving a lasting, positive legacy.
Our Story
Viking Cove Institute’s origin began in 2001 when the firm saw the independent retirement advisor underserved. Fiduciary tools, services, and a platform of support were out of reach housed at large consulting firms. With that in mind, National Retirement Partners (NRP) was formed, creating access to institutional resources and empowering advisors to grow their practices into some of the largest and most successful today, In 2011, NRP navigated a sale to LPL, bolstering their capabilities and presence. However, at our core, we are entrepreneurial in spirit and in 2015 spun Global Retirement Advisor Alliance (GRPAA) out of LPL to remain nimble and re-align with the broader elite community.
Today we find ourselves in unprecedented times of consolidation and convergence. Large insurance firms, private equity and competing aggregators all offering buyouts to advisors and consultants, including our members. Because of our independence, the Viking Cove Institute stands untethered with industry leaders committed to driving positive change together. We are proud of our heritage, and what we have done for the industry, and will continue to do with the help of our growing membership and allies.
