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Overview |
Benefits |
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| HighView's Response to
Advisor Mutual Fund Research Realities |
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Research Solutions
In 2009, we acquired Dan Hallett & Associates and he joined our team to help us become the pre-eminent provider of independent investment fund research and investment support tools for advisors in Canada.
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Our Fund Advisor Program offer includes:
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• Guided Portfolios – research based portfolios with strategic asset mix and fund recommendations allow you to adopt and or maintain a portfolio approach to managing your clients’ wealth. |
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• Top Pick and Alternate Fund picks within each investment mandate. |
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Fund Fact Sheets of all Top Pick Funds are designed to be easily understood by clients and are perfect for client proposals or account reviews. |
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• Research Bulletins to keep you current on our Recommended List and significant market and industry changes giving you prompt input to properly address client concerns. |
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• Manager Notes summarize our meetings with fund managers. With these notes you will know more about a firm’s investment process than many of its own sales staff. |
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• Manager Conference Calls keep advisors directly in touch with the managers on the Recommended List.
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HighView Web
provides a secure web portal for advisors to access all key mutual fund research
To learn more about our Mutual Fund Guided Portfolio Package |
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Copyright 2010 HighView Financial Group, All rights reserved. |
Legal
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