Who it’s For: Financial advisors with AUM less than $100 million seeking to expand their business and provide their customers with access to one of the world’s top investment minds.
Overview: FA Advantage is customized for each FA and his or her practice to help achieve better investment performance for their clients, improve client satisfaction and grow your asset base.
Mike will serve as your virtual investment strategist and analyst, answering questions you have regarding the stock and bond markets, economics and everything else related to the investment world.
He will work with you and your team to create content customized to the needs of your business and clients in order to increase your value-add to clients. He will also assist you in determining stock selection, portfolio creation, asset allocation and investment management assistance. He is also available to provide assistance on ways to boost your business.
How it Works: In addition to providing you with up to 20 hours of analysis and presentation towards the assessment and construction of client portfolios, securities selection, asset allocation and investment management techniques, you will have the option of holding a live one hour conference call with Mike with your selected clients or prospects once each quarter or biannually. The call can be customized to suit your needs, including a Q&A session for you and/or your clients. Mike will also be available to assist you in the design of commentary in order to reassure clients during periods of heightened risk and uncertainty.
In addition to the collaboration required to customize the quarterly conference calls, the principal financial advisor will also receive a total of 8 hours of consultation time with Mike to field investment related questions, discuss investment strategies, etc.
Note: Due to time constraints, this program is extremely limited on a first-come basis.
Cost: Please inquire with information about your firm, the number of financial advisors, AUM and any specifics you would like the program to include.
NOTE: This program is only applicable to firms which have AUM less than $100 million. If your firm has AUM greater than $100 million, please refer to the Institutional Edge. You must be approved in order to enroll into this program. We reserve the right to reject any applicants we believe could use our research in a manner that violates our Terms of Service.
For investment funds and financial institutions seeking to improve their performance