We appreciate that the field of financial advising has evolved. Clients expect more breadth of knowledge, comprehensive service, specialization, and more tailored planning ideas. Meeting these broader needs can make scaling and growing a practice more challenging. Our mission is to help alleviate the stresses that come from portfolio management so advisors can lean into what differentiates them. Portfolio construction can be tedious and time consuming, but strong returns and a clear process are also essential to retaining clients or adding new ones. We help your business streamline this aspect of the business.
We evaluate all of the available portfolio managers available through Osaic and build custom portfolios. We regularly review asset allocation, compare managers vs. their peer group, and maintain the portfolios to create a smooth experience for the advisor.
We know every advisor wants to either grow their existing business or find a way to achieve more work life balance. Portfolio construction can be deterrent to both. But Why?
Advisors often build unique portfolios for each client. But this makes each account unnecessarily it’s own puzzle. In reality, the elements they are using for one client are likely very similar to others. Portfolio choices may be made haphazardly or by recency bias. Making portfolio updates becomes a piece meal process. The best business create repeatable and scalable systems. That’s exactly how we build our portfolios. Our matrix of portfolio solutions allows an advisor to take a clients account total, objective, and risk tolerance and be recommended a portfolio. Each portfolio is maintained and the process for you. That means less time building proposals, less time trying to manage accounts piece meal, and less variability in results for clients with the same needs. All that lends to a more scalable practice that can either give you the balance you seek or the time needed to scale effectively.
Common questions about portfolio minimums, customization, communications, trading updates, lending, and tax management.
