A professional and powerful sales infrastructure designed to systematize your sales process and effectively grow your business.
- Intentionally designed to help you close business while maximizing efficiency
- A simple mechanism for you to leverage the expertise, input, and opinions of our investment team
- Founded on our investment philosophies and portfolios providing seamless messaging and continuity
client tools & materials
A series of brochures intentionally designed to assist you in the sales process.
These summarize the investment strategy and asset allocation for each portfolio model as well as simplifies the process of determining which portfolios are appropriate for your client.
Our Investment Team's monthly assessment of the economy and our portfolios can be used during client reviews, as a prospecting tool, and with your professional alliances.
A series of impactful illustrations and educational materials that address common questions on a variety of investment-related topics.
A comprehensive fact finder that simplifies the data collection process by aggregating all necessary information for client paperwork, financial plans, and a complete client analysis.
A simple yet powerful questionnaire that formulates a client investment score, which can be used to easily select investment strategies based on client risk and provide compliance documentation.
Establishes credibility with clients by outlining the investment process, setting appropriate expectations, and clearly defining the advisor-client relationship.
Presentation materials that cover a variety of client materials, allowing you to easily present using mobile devices or in group settings.
proposalS & Case Design
This report compares a prospect's current account to a set of proposed strategies, helping you easily convert prospects into clients.
A concise financial projection that incorporates various income sources, contributions, withdrawal needs, and investable assets, as well as an integrated monte carlo simulation.
A summary report outlining key risks and characteristics of portfolios containing individual bond holdings.
This fund analyzer compares various attributes of client fund holdings against those of appropriate peer groups to identify necessary improvements.
This simple portfolio summary displays four distinct purposes of a current and proposed portfolio allocation to illustrate the power of strategy-level diversification