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| Advisor Benefits of HighView Research |
Overview |
Solutions |
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By supporting you in doing the mutual fund research, you can continue to do what you do best – continuing to nurture your client relationships.
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The benefits to you are:
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• Objective Research - Get a truly independent and informed assessment of the firms and products with whom you are entrusting your clients’ money. We stay on top of the managers. We do not have any conflict of interest as we do not own funds, or own firms that do.
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• Portfolio Approach - Move away from a product approach towards portfolio solutions that support long-term investment success and client satisfaction/retention. We have narrowed the 5,500 fund universe into six model portfolios to help guide your client’s decisions. |
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• Effective Stewardship - We serve as your outsourced investment committee, performing ongoing reviews of the managers, providing insights and updates, so you can stay on top of the funds you recommend. We have an investment due diligence process to vet each manager (and continue to monitor them) before we put them in on our Recommended List or Guided Portfolio. See our process. Manager Search Criteria |
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• An Enhanced Brand
- Use HighView research in your marketing. Retail investors have seen
Dan Hallett’s and
John Platt’s
names associated with consumer-friendly fund research for years.
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Copyright 2010 HighView Financial Group, All rights reserved. |
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