Accountants
In conjunction with you, we can offer your clients professional investment management services.
The accounting profession has been pretty much excluded from main stream financial services, but not any more!
- Overview |
- Tax |
- Quality |
- Revenue |
- Control |
- Fee Sharing |
- Less Paper |
- Partners |
- Fast
Reduced Paper Work
While you can instruct us on how we should construct and manage your client's equity portfolio, we do all the paper work. Using the information provided, we will provide you and your client with an easy to understand Statement of Advice that contains an Investment Program with your instructions incorporated.
Moreover, our preferred custodian uses the most sophisticated custody system, one that provides the tax and other inputs for your client's annual return, saving you time and allowing you to focus on other aspects of your client relationship.
While you can instruct us on how we should construct and manage your client's equity portfolio, we do all the paper work. Using the information provided, we will provide you and your client with an easy to understand Statement of Advice that contains an Investment Program with your instructions incorporated.
Moreover, our preferred custodian uses the most sophisticated custody system, one that provides the tax and other inputs for your client's annual return, saving you time and allowing you to focus on other aspects of your client relationship.
