Claraphi's "boutique-like" structure is ideal for advisors who need a complete advisory solution but do not want to add to staff or incur additional expenses. No matter how large or complex a client relationship may be, Claraphi's team of industry professionals brings valuable expertise and assistance in portfolio design and ongoing management. Advisors receive hands-on service for client proposal generation, portfolio development, account opening/book conversions.
Key Features include:
- Ability to act as a solicitor or as a "rep as advisor"
-Choice of custodians: Fidelity, Schwab, Folio, TIAA-CREF and Kingdom Trust
-Managed account solutions incorporating separate account managers, ETFs, CEFs, variable annuities, alternative investments (private equity, FDIC-insured CDs, REITS, commodities, and many other non-correlated investments) to create endowment-style portfolios.
-Numerous technology interfaces for portfolio management, analytics, contact management, financial planning, asset aggregation, billing, "on-demand" performance, transaction and tax-reporting: Orion, Advisory World, Salesforce/Redtail, Money Guide Pro/Finance Logic, etc.
-Docusign or wet signature of client account documents
-No start-up fees or monthly minimums
-Competitive fee schedule
-Monthly or quarterly fee billing
-Extensive marketing and seminar support
1 These products may not be appropriate for all investors, and are typically sold only by prospectus, and may be available only to Accredited Investors, as defined in Regulation D of the Securities Exchange Act of 1934, and/or Qualified Clients, as defined in Rule 205-3 of the Investment Advisers Act of 1940. Alternative investments often charge high fees and entail significant risks of loss. Claraphi does not recommend any investments to clients until the firm has determined the client's risk profile, objectives, cash flow needs, and other investment considerations.
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SOURCE Claraphi Advisory Network