The evolving world of today’s financial advisors

Today’s successful financial advisors are overwhelmingly shifting to a client-centric model versus the traditional investment-centric approach commonly seen in recent decades. A related trend among advisors is the outsourcing of investment management. Outsourcing provides a scalable growth strategy and enables advisors to focus on true business drivers such as new client acquisition and existing client service, while delegating research and investment management to dedicated portfolio managers.

Advisor benefits from outsourcing to ETF Investment Strategists

  • Portfolio research, construction and monitoring are time consuming activities that can take 40% of an advisor’s time or the equivalent of two workdays a week. As the firm grows so will the time spent able to better serve existing clients.
  • More time for business development
  • Provides investors access to experts in research, portfolio construction, asset management, tax and other disciplines
  • Creates a scalable advisory practice supporting long term growth
  • By outsourcing investment management, advisors can free up 1-2 days a week to meet with existing and new clients

Who we partner with

Registered Investment Advisors

Large or small

Broker Dealers

Trade securities through our channels

Financial Professionals

Estate planners, attorneys, CPAs & other financial professionals

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