Discover Why SPF is Great for Your Career

There are many advantages to working with SPF. We will help you grow your business and enjoy your career while working in an efficient manner with expert resources and people who support your success.


The Bank Advantage:
Community and regional-based banks with service oriented philosophies support your goal of putting
clients first.


SPF provides our community bank partners with an array of investment and insurance options to satisfy the product preferences and risk tolerances of all clients. Our comprehensive management platform, dataVISION®, provides the support you need to track clients' portfolios and meet Compliance requirements.


The foundation for our technology systems, and the framework for your success, is dataVISION®, our fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. This proprietary technology was designed from the outset to efficiently handle the "front and back end" administration, organization, and management of accounts - all electronically.


Back Office Support:
We currently maintain a ratio of about five full time advisors for each back office staff member. Additionally, SPF departments cross-train to ensure that someone is always available to answer your questions. The average tenure is more than five years and the majority of our staff members have more than 15 years experience in the securities industry.


SPF provides a multitude of marketing support resources for your investment program. Whether it's client-facing modules, a shared repository of peer-produced marketing materials, strategic program analysis and planning, or ready-to-use workshop templates, SPF has all of the content to get you up and running quickly.