Would you like to have:
- Customized dashboards on your unique investment lineup, compared to industry benchmarks on a weekly, monthly, and/or quarterly basis?
- Liquidity rate dashboards comparing yields on different money market funds, T-bills, online savings accounts, CDs, and ultrashort taxable and tax-free muni bonds?
- Access to a proprietary mutual fund and ETF ratings database which contains subcategory-level analysis beyond that of Morningstar (generating better insights into key variables that affect a particular fund/ETF)?
- Commentary and presentation materials to share with clients?
- A systematic Investment Committee process – one that conducts and documents a consistent pace of meetings, responds to your/your clients’ questions about a myriad of different topics, performs objective follow-up due diligence, and monitors investments in a fiduciary way?
- Instant access to knowledge about “Alternative Funds” (including the rapidly-evolving landscape of daily liquid funds, interval funds, and private funds) and how other advisors are incorporating them into their practices to help mitigate the challenges of today’s investing environment?
- A solution (complete with full valuation analysis) for single stock concentration – one that helps 1) reduce tax liability, 2) hedge downside risk, or 3) both?
- A higher close rate on prospective clients?
- Enhancements to your website and/or social media presence?
Would you like to be able to offer:
- A Liquidity Reserve Account?
- Prospective clients a complimentary Risk Audit?
- A well-designed divestiture plan when prospects come on-board with challenging positions?
- Different types of values-based investing models (e.g. ESG, Faith-Based Investing, etc)?
- Small business pro forma projections and analysis?
- Customized performance reporting for top clients?
- Estimates of cash flow, dividends, interest, capital gain distributions?
- Net worth statements?
- Client videos, webinars, in-person speaking events?
- In-depth annuity analysis (e.g. variable annuities, fixed indexed annuities, etc)?
- Insights into individual stocks, bonds, preferred stocks, exchange traded debt, closed end funds, UITs, interval funds, etc?
Click here to schedule a no-obligation conversation to learn more about how Rising Tide can help lift your boat.
