The evolving world of today’s financial advisors

Today’s successful financial advisors are overwhelmingly shifting to a client-centric model versus the traditional investment-centric approach commonly seen in recent decades. A related trend among advisors is the outsourcing of investment management. Outsourcing provides a scalable growth strategy and enables advisors to focus on true business drivers such as new client acquisition and existing client service, while delegating research and investment management to dedicated portfolio managers.

Advisor benefits from outsourcing to ETF Investment Strategists

  • Portfolio research, construction and monitoring are time consuming activities. As the firm grows so will the time spent able to better serve existing clients.
  • More time for business development
  • Provides investors access to advisors in research, portfolio construction, asset management, tax and other disciplines
  • Creates a scalable advisory practice supporting long term growth
  • Outsourcing back-office tasks can free up advisors to focus on what really matters: their clients.*

*Charles Schwab Advisor Services. Spend more time with your clients through outsourcing, 2024, advisorservices.schwab.com/insights-hub/perspectives/ria-outsourcing-to-deepen-client-relationships. Accessed 11 Mar 2024.

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*Please Note:  The scope of any services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.