In uncertain markets, demands on financial consultants increase… and so does the value of model portfolios. By delegating critical, but cumbersome, investment tasks to external managers, you can free up more time to deepen client relationships and efficiently scale your practice.
MODELS CAN REDUCE INVESTMENT MANAGEMENT TIME BY 50%
How financial consultants spend their time:
On average financial consultants spend 50 hours/month on investment management, which means using models can free up 25 hours a month for clients & prospects 1
1Broadridge Financial Solutions, The Future of Advice, 2020. Illustration assumes a 45-hour work week and 48 work weeks per year.
J.P. MORGAN MODELS CREATE SCALE AND EFFICIENCIES
FOR FINANCIAL CONSULTANTS
Strategic allocation across a range of risk/return profiles
Manager due diligence, selection and oversight
Tactical allocations adjust as market opportunities arise
Ongoing portfolio oversight
All-in-one investing to simplify reporting and reviews
Expert asset class views and market insights
Automated tax management during and after model transitions*
*Available on 55ip to U.S. Registered Investment Advisors who custody accounts through Fidelity, TD Ameritrade Institutional, and Schwab Advisor Services.
2AssetMark, 2019 Impact of Outsourcing Study.