We work closely with financial advisors in a variety of ways.
First, we provide research and guidance for FAs who manage client assets.
Second, we offer FAs access to Mike Stathis as a "virtual" Chief Investment Strategist for the FA to utilize for client conference calls.
Finally, FAs can utilize the expertise of Mike Stathis in order to bring in new accounts through positioning him as a speaker during prospecting calls and seminars.
For investment funds and financial institutions seeking to improve their performance