Helping Advisors Invest & Manage Efficiently

Both institutional investors and financial advisors look to specialized investment managers, like SPIAS, for advice on portions of their portfolios.

Outsourcing to a third party asset manager allows advisors to focus on core activities, like relationship building and practice management, to maximize value for investors and grow their book of business.

Advisors can enjoy a wide range of benefits from outsourcing client portfolios, including:

  • More time to spend with clients
  • The ability to grow more efficiently
  • The ability to develop a more consistent investment management process for the firm
  • The ability to offer a wider array of investment products
  • Institutional level due diligence and monitoring

Want to learn more about the benefits of partnering with SPIAS? Your Regional Investment Consultant can provide support and examples of current clients’ transitions to third party managers.