I am a Professional Investor, why should I invest directly rather than simply White Label the Advisory Platform?
We have a relationship with the custodian which allows all trading and management fees to be wrapped and deducted directly from investment performance. We will save your clients thousands upon thousands of dollars in fees this way. There is no out of pocket expense to you. You save a lot of time by allowing us to do all of the trading. We are able to execute the trades immediately, taking advantage of best execution, whereas there would be a delay before you receive information on the White Labeled Platform. Plus, if you meet our minimum requirements, we will provide you with free access to the Professional Analytical Platform, a $4800 out of pocket savings! So, you should consider taking advantage of the wrap program.
