A UNIQUE PARTNER
Most third-party money managers have one solution that is generically offered to all advisors. We are different. We aim to find where you need the most help and customize a solution for your firm and your clients. Our services plug into your existing systems. This allows us to enhance your processes and fill in the gaps without asking you to learn new back office software or processes.
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| Portfolio & Strategy Consulting |
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| Hiring Outside Expertise |
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| Marketing Material Provided |
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| Trading/Rebalancing Services |
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| Independent Objective Research |
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| Daily Account Monitoring |
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| Client Specific Strategies |
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FLEXIBLE SOLUTIONS
Portfolio Partners offers a variety of services to help you maximize your time with your clients. Solutions include placing trades, researching investments, back-office support, communications, and making suggestions to help move your business forward. Whatever your business needs, Portfolio Partners is flexible enough to support your unique business.
CUSTOMIZED STRATEGIES
Leverage the strength of our team by letting us help design a strategy specific to your clients. With Portfolio Partners, you can offer customized investing beyond bucket models.
- Consulting to provide custom strategy and portfolio design for each client
- Ability to integrate in-kind transfers
- Simplifying advisory platforms through the back-office and operations support of multiple custodians
PORTFOLIO MANAGEMENT
Even for experienced Advisors, portfolio management is a daunting responsibility. Working with Portfolio Partners, your office is expanded by an entire team dedicated to investment research.
- Asset allocation models with a tactical overlay to reduce risks and capture opportunities
- Daily review of accounts to maintain allocation
- Income distribution strategy
- Independent, objective research and due diligence
COMMUNICATION
It is difficult to keep up with the economic news and market conditions. Portfolio Partners will filter and summarize the information that you and your clients need to know.
- Monthly newsletter
- Quarterly teleconference
- Extreme market conditions response
- Meeting support available for key clients with an extra level of complexity
