A significant piece of what we help advisors to do is design a truly effective and customized investment process based on what they plan to do for clients going forward.
We will initially help you to create and incorporate a clear, executable Investment Philosophy which can be used with and delivered to each and every client.
Often advisors choose to utilize the Investment Philosophy we built for our original practice with some slight modifications. Then we work with those advisors to design several models based on that philosophy which can look and feel they were perfectly customized for each and every client.
Our 10—person Investment Policy Committee constantly reviews the investments within each model and provides insight on a daily, weekly, and monthly basis to all advisors
In summary, you're using your own customized Investment Philosophy to design model portfolios to accommodate all of your clients' needs. Concurrently, you are utilizing the expertise of a trusted portfolio management team who makes ongoing recommendations—and keeps you apprised of anything you need to know in order to make the best informed decisions for you clients.
You'll be speaking knowledgeably to your clients about their portfolios, yet you'll be spending very little time on the investments themselves...
>> One Advisor's Experience
“I started working with one third-party money manager, which was one solution to me which lessened the load of back office functions—and it was an effective one. But I still felt there had to be something even better than that. I had looked really closely at some other turnkey asset management programs and just decided I didn’t feel comfortable with any of them. I just knew there had to be an option better out there which would give me more control. Turns out I was right.”
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