Why don’t more advisors utilize individual equity allocations within their practice? – Because they are hard to manage.
Join Ben Pahl, President of Liberty One Investment Management as he discusses the benefits of incorporating third-party asset management into your practice. Individual equity allocations offer many advantages to the end-client. Tax efficiency, low cost, and the ability to zero in on exactly what you want your clients to own are just a few reasons why individual equity allocations can be superior to broad-based vehicles like mutual funds and ETFs. Why don’t more advisors utilize individual equity allocations within their practice? – Because they are hard to manage. The time involved in the security selection process, trading, and on-going oversight makes running individual equity allocations within a book of business impractical for many advisors. That is where third-party asset management comes in.
Leverage the Power of Third-Party Asset Management:
• Free your time
• Scale your practice
• Manage with precision
• Focus on the client relationship
• Active and ongoing oversight – fulfill your fiduciary responsibilities
• Even when you are on vacation, your third-party manager is working for you