CONTACT
US

Frequently Asked Questions

Why did you choose to start your own firm?

mFORCE Capital was founded to help our clients bring their dreams to life. We do this by first getting to truly know our clients, by understanding their ambitions as much as their concerns, and by mapping out a prudent and practical path to achieve the “more” in life that they seek. We are an independent firm*, meaning we have the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading sources, including banking, lending, investments, financial planning, and estate planning.

* mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.

How will the launch of your firm affect me directly?

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

Access to a Broader Marketplace: As an independent firm, we work in an open architecture that gives us access to the industry’s most advanced technologies and tools for planning and serving your accounts. We are not limited in the range or type of products we can source for you, from investments to insurance to banking.

Robust Planning Solutions: We will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.

Exceptional Client Service: We are proactive in serving our clients, always focused on what lies ahead and how you can be best prepared. You will find we are responsive to all requests, with timely and friendly attention to your needs.

Why wasn’t I told sooner about your decision to launch a new firm?

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

Why did we choose to be part of the advisor network Sanctuary Wealth?

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to mFORCE Capital’s clients.

How do I know my assets will be safe with the new custodian?

We have selected BNY Mellon Pershing as our custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin.

Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.

Will the way you manage money change in any way?

The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

What about our loans, or line of credit?

Wherever your mortgage is now, keep it there. If you want a new mortgage, we can negotiate competitive rates with various providers on your behalf. The same is true for your line of credit. We have partnered with several banks that will compete for your business resulting in favorable pricing for you.

What about my existing banking services?

You’re under no obligation to move your banking accounts as part of this transition. However, as we are now an independent team, we have the ability to go out in the marketplace on your behalf to identify comparable or better options than your current situation. We can advise you on what is the best banking relationship solution specifically for your needs – whether with a local, regional or national bank.

Will my fees change with this transition?

No, the fees we charge as your investment advisor will be the same as they are today. You will benefit from what our new firm can now access: best-in-class products, services, and technologies that weren’t available in our previous environment. In fact, you will be happy to know that, with our new custodian, there will be no transfer fees, ATM fees (at any ATM), or account maintenance fees.

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at mFORCE Capital. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to.

Where are you located and how can I reach the team?

Our new office is located at:

1415 Ballinger St.
Fort Worth, TX 76102

Here is our updated contact information:

BRADLEY G. BRUCE 817-710-1839 [email protected]
JOANNA K. HORTON 817-710-1838 [email protected]
APRIL M. BIERLE 817-710-1834 [email protected]
CHERYL K. McCARSON 817-710-1835 [email protected]

What are next steps if I would like to work with your new firm?

The total process will take several weeks from the date you return our Welcome Packet transition paperwork to our team, and we will do everything we can to ensure the transition is a positive experience. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.

Independence

Why did you choose to start your own firm?

mFORCE Capital was founded to help our clients bring their dreams to life. We do this by first getting to truly know our clients, by understanding their ambitions as much as their concerns, and by mapping out a prudent and practical path to achieve the “more” in life that they seek. We are an independent firm*, meaning we have the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading sources, including banking, lending, investments, financial planning, and estate planning.

* mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.

How will the launch of your firm affect me directly?

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

Access to a Broader Marketplace: As an independent firm, we work in an open architecture that gives us access to the industry’s most advanced technologies and tools for planning and serving your accounts. We are not limited in the range or type of products we can source for you, from investments to insurance to banking.

Robust Planning Solutions: We will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.

Exceptional Client Service: We are proactive in serving our clients, always focused on what lies ahead and how you can be best prepared. You will find we are responsive to all requests, with timely and friendly attention to your needs.

Why wasn’t I told sooner about your decision to launch a new firm?

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

Why did we choose to be part of the advisor network Sanctuary Wealth?

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to mFORCE Capital’s clients.

Custodian

How do I know my assets will be safe with the new custodian?

We have selected BNY Mellon Pershing as our custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin.

Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.

Investing

Will the way you manage money change in any way?

The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

Lending / Banking Products

What about our loans, or line of credit?

Wherever your mortgage is now, keep it there. If you want a new mortgage, we can negotiate competitive rates with various providers on your behalf. The same is true for your line of credit. We have partnered with several banks that will compete for your business resulting in favorable pricing for you.

What about my existing banking services?

You’re under no obligation to move your banking accounts as part of this transition. However, as we are now an independent team, we have the ability to go out in the marketplace on your behalf to identify comparable or better options than your current situation. We can advise you on what is the best banking relationship solution specifically for your needs – whether with a local, regional or national bank.

Client Service

Will my fees change with this transition?

No, the fees we charge as your investment advisor will be the same as they are today. You will benefit from what our new firm can now access: best-in-class products, services, and technologies that weren’t available in our previous environment. In fact, you will be happy to know that, with our new custodian, there will be no transfer fees, ATM fees (at any ATM), or account maintenance fees.

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at mFORCE Capital. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to.

Where are you located and how can I reach the team?

Our new office is located at:

1415 Ballinger St.
Fort Worth, TX 76102

Here is our updated contact information:

BRADLEY G. BRUCE 817-710-1839 [email protected]
JOANNA K. HORTON 817-710-1838 [email protected]
APRIL M. BIERLE 817-710-1834 [email protected]
CHERYL K. McCARSON 817-710-1835 [email protected]

Next Steps

What are next steps if I would like to work with your new firm?

The total process will take several weeks from the date you return our Welcome Packet transition paperwork to our team, and we will do everything we can to ensure the transition is a positive experience. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.

A Message from Bradley Bruce

After 33 years, I have decided to start my own independent firm, mFORCE Capital. I have longed to create a firm that holds true to principles that place the interests of our clients above the interests of the firm. A firm that focuses on delivering honest, clear and concise information, fosters professionalism and respect among our team and improves the quality of life for our clients

I have spent countless hours vetting potential partners that would allow me the freedom and flexibility needed to truly put my clients first while making sure their assets are secure. This process led me to Sanctuary Wealth, LLC and Pershing, LLC as the best partners to accomplish my goals and protect my clients. mFORCE Capital will be one of more than fifty independent firms that make up the Sanctuary Wealth family. Through our partnerships, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership and collaboration with other partner firms. The depth of resources available at Sanctuary Wealth allows for creative and innovative solutions that will elevate my business and my clients’ experience. Becoming independent provides versatility and allows us to step out of the box and provide unique ideas and solutions while maintaining the highest fiduciary standards. I can finally focus all of my attention on the success of my clients

Bradley Bruce,
Founder, CEO

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.