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Dealer groups and
financial advisors can now offer listed securities with the ease of
recommending managed funds by using Porter Capital Management's
services.
We take the hassle out of
managing listed securities and share portfolios for dealers', planners'
and advisors' individual clients. And, most importantly, your clients
benefit from the flexibility and control that comes from investing
directly.
Dealers and advisors who
switch to Porter Capital Management managed accounts, via IAS
(Investment Administration Services), directly enjoy a range of
benefits including control, increased profitability, administrative
simplicity, professional management, compliance, tax efficiency and
superior reporting.
Meanwhile, there is
greater potential for improved revenue for the dealer or advisor, as our
offering moves charging from a transactional-based pricing model to a
mandate-based pricing model, and the dealer or advisor is able to
control overall client pricing.
For further information on how Porter
Capital Management works with dealer groups, financial planners and
advisors to provide Managed Account services for their clients, please contact
Porter Capital Management direct and ask for a copy of our separate
information document "Porter Capital Management - Working With Dealers,
Planners and Advisors".
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