Investment Management Support for Advisors: Using Outside Resources

With regulatory pressure and a growing number of investment options, the choices for investment decision-making can be daunting. Many clients want their advisors to offer more services, but you may be hesitant to seek outside resources to help with the portfolio construction piece of your practice. However, selectively outsourcing investment management can enable you to spend more time with your clients, deliver more value and life event management. 

Download this guide to learn more about selective outsourcing to help you: 

  • Create time for more holistic financial planning
  • Serve more clients while providing consistent investment management
  • Seek improved investment outcomes for clients through lower cost or better performance 

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