|
|
|
|
|
Portfolio Management
The Advantage Portfolio Management Program combines benefits of fee-based professional money management with the latest web-based financial services technology. By partnering with FundQuest, Inc., a recognized provider of innovative web-advisory solutions, Ridge Clearing & Outsourcing will provide our correspondents with a turnkey, cost-effective way to participate in the fee-based business.
The Advantage Portfolio Management Program gives you the flexibility of deciding how much involvement to take in the management of your clients' portfolios. The program currently includes two products:
- Mutual Fund Advantage (MFA) is a professionally managed mutual fund wrap account in which FundQuest actively manages the portfolio. The funds are selected from Ridge Clearing & Outsourcing's universe of NTF and load-waived funds.
- Separate Account Advantage (SAA) is an advisor- and investor-driven separate account program in which you provide your clients access to the top money managers in the country. FundQuest acts as the registered investment advisor for the program and is responsible for screening, selecting, and monitoring its managers.
Advantage Portfolio Management Program Benefits
- Prepare a detailed picture of your client's financial position
- Access client account information 24 hours a day, 7 days a week
- Easily download sales collateral, agreements, investment research, and educational tools
- Outsource most administrative functions
- Competitive compensation through ongoing asset management fees
|
|
