Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.
Advantages to refer a client:
- Advisor stays as primary relationship manager
- Advisor shares in 50%* of the management fee
- Clients often reduce their portfolio management fees
- Advisor delegates all investment trades, record keeping and investment responsibility to us, creating more free time
- Client now has access to investments they may not have had access to previously (Stocks, Bonds, Alternative Investments, Private Equity and Third Party Hedge Funds)
- Customized and personalized client reporting and year end tax summarizing