Advisor Partners, a turnkey asset management program, has signed an agreement with Shareholders Service Group (SSG), a brokerage and custodial firm for independent registered investment advisors, to provide advisors working with SSG a comprehensive, institutional-caliber global asset allocation product lineup to cater to the full spectrum of risk tolerances.
Advisor Partners president and CIO Daniel Kern said: "In today’s investment environment, advisors are always looking for ways to efficiently serve the needs of all types of clients. This solution will enable them to do just that, and will position them to effectively compete with the increasing number of automated services available to investors."
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Using a systematic approach to asset class research and portfolio rebalancing, Advisor Partners will help advisors working with SSG deliver professional portfolio management and full transparency to their clients.
The solution includes a combination of active and passive ETF and mutual fund investments to maximize risk management benefits, while potentially enhancing returns. For cost-sensitive clients who prefer an index-only solution, Advisor Partners will provide a series of ETF-only portfolios.
For high tax-bracket clients, tax-loss harvesting will be an integral aspect to the investment strategy.
Advisor Partners, which has been an asset manager on the SSG platform for several years, offers a range of portfolio solutions, enabling advisors to serve clients with increasingly sophisticated portfolio needs.
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By GlobalDataThe managed portfolios start at a minimum account size of $10,000 with risk and objective characteristics for all client types. Existing client accounts will be held with SSG, eliminating the paperwork involved in transferring accounts.
SSG CEO Peter Mangan said: "This solution will enable advisors to expand their service model with their existing clients and to reach prospective clients, ultimately helping them grow and scale their business operations to their clients’ needs."
