“My top clients’ portfolios use a variety of investment types

SO I NEED 

to search across stocks, bonds, ETFs, mutual funds, separate accounts, and hedge funds at the same time to find the best investment mix.”

Source: FPA, 2018 “Trends in Investing Survey”

“If the core portfolio I build for my clients doesn’t do its job, everything gets detoured

SO I NEED 

investments with historical persistence in the critical factors supporting my clients’ investment strategies.”

Source: 2018 Schwab “Advisor Views on Investor Trends”

“My clients have an emotional investing history, and it’s my job to construct a portfolio strategy supportive of their views

SO I NEED 

investments fitting my clients’ sentiments but in line with sound investment strategy.”

Source: 2018 Nationwide-Harris; “Advisor Authority”

“I build portfolios based on conclusions from the wealth plan and with a specific investment objective in mind 

SO I NEED

investments with characteristics consistent with the objective .”

Source: 2018 US Trust; “Impact on Wealth and Worth”

“It’s very difficult to differentiate my services using passive ETFs

SO I NEED

investments consistent to an index but add value and are packaged to allow me to stand out.”

Source: Schwab 2018; Advisor Views on Investment Trends

ESG COMPATIBLE

“It’s increasingly a competitive mandate for me to structure portfolios consistent with my clients’ values and beliefs

SO I NEED

to add ESG factors in my investment discovery process.”

Source: 2018 US Trust; “Impact on Wealth and Worth” Trends