A Peer-to-Peer Licensing Structure Built for Advisory Firms.
Rulicent's offering for advisors is structured as a licensing relationship between Rulicent Investments LLC and partner advisory firms. Partner firms receive access to documented investment infrastructure that they deploy under their own brand, with their own client relationships, on their own custodial platforms.
How the Licensing Works
Partner firms enter a formal licensing agreement with Rulicent that grants access to the Operating Framework, the SectorPulse and BondPulse strategies, and the supporting research and communication materials. The agreement defines the scope of deployment, the operational responsibilities of both firms, and the economic terms.
Once the agreement is signed, the partner firm completes onboarding with their custodian to enable the operational mechanics of the relationship. Onboarding typically takes 30–60 days depending on the custodian and the firm's existing infrastructure. Once onboarding is complete, monthly allocations and supporting materials begin.
Two Engagement Models
Partner firms can engage with Rulicent through two operational structures. The optimal choice depends on the firm's preferences, but the economic structures differ meaningfully.
Sub-Advisory
Rulicent Investments LLC operates as the sub-advisor on partner firm client accounts. Trading authority is delegated through the custodian. The framework is deployed directly on client accounts.
Model Delivery
For partner firms that prefer to maintain trading authority in-house, Rulicent delivers monthly allocations and supporting materials. The partner firm executes trades through their existing infrastructure.
Your Brand. Your Practice. Your Strategy.
Partner firms have full latitude to rebrand the deployed strategies under their own firm name. SectorPulse becomes "[Your Firm] Sector Strategy." BondPulse becomes your firm's fixed income approach. The Operating Framework is presented as your firm's investment methodology with appropriate attribution.
The materials you receive — monthly market commentary, regime alerts, quarterly outlook documents, client fact sheets — are designed for white-label deployment. They arrive with your firm's branding capacity built in. You publish them under your firm's name as your firm's research output, building the narrative your clients associate with your practice.
Geographic Exclusivity
Rulicent structures partnerships around limited, geographically-defined relationships. Within each metropolitan statistical area, partnerships are limited to one firm per AUM tier. This protects partner firms from competing against other firms in their market deploying the same framework.
Exclusivity is granted on an annual basis with renewal contingent on performance metrics — minimum AUM allocation thresholds, active engagement with the framework, and reasonable use of the research and communication materials. The exclusivity structure is intended to align both firms toward sustained deployment and growth.
The Other Half of the Equation
The investment infrastructure differentiates the practice. Practice growth depends on sales execution. Both are required, and most fee-based RIAs have one strongly and the other weakly.
Rulicent includes practice growth support as a standard component of every partnership. The methodology was developed across eight years and over 1,000 prospect meetings at Fisher Investments, refined for application in the fee-only RIA context.
What Partner Firms Receive
From Agreement to First Allocation: 30–60 Days
Agreement & Initiation
Licensing agreement signed. Custodial onboarding initiated. Partner firm identifies initial client accounts. Client communication strategy developed jointly.
Infrastructure Setup
Custodial sub-advisory setup completed or model delivery infrastructure configured. Client disclosure documents prepared. Initial transition strategy developed.
Launch
Client communications executed. Existing allocations transitioned to framework positioning. First monthly allocation cycle begins. Initial market commentary delivered.
First Review
First full month of framework deployment complete. Initial review with partner firm leadership. Operational adjustments made. Ongoing monthly cycle established.
Steady State
Monthly allocations, quarterly outlook materials, and ongoing research delivered on regular cadence. Practice growth onboarding intensive completed. Cohort engagement begins.