Investment Advantage
Most advisers now face a choice between outsourcing the delivery of investment advice to a third party or devoting their resources to the development of an in-house investment research capability.
There is another way.
The Investment Advantage package was developed to enable financial advisers to adopt a tried and tested robust investment advice process without losing control over the delivery of this valuable service.
Based on the same process developed at Informed Choice, the award-winning firm of Chartered Financial Planners, Investment Advantage is your investment advice process, research resource and committee in a box.
Why subscribe to Investment Advantage?
Deploying Investment Advantage within your own business will give you a compelling investment advice proposition that will:
-help you to secure new high net worth and ultra high net worth clients
-enable you to focus on your core competencies, including financial planning and relationship management
-save you the cost of employing an investment research resource
-protect your business from regulatory risks
-allow you to retain control over the delivery of investment advice
-give you the material you need to provide a valuable ongoing service
-save you days each month so you can spend more time with your clients and professional connections