Checklist for Reviewing an Asset Manager

• Offers programs aligned with your investment philosophy
• Operates with a spirit of partnership with financial professionals
• Capable of managing the products you already use
• Offers value-added services to support your practice
• Provides revenue sharing on a clear fee schedule
• Supports you as the primary interface with your clients
• Communicates with you on new business opportunities
• Encourages consultation with you on your cases
• All of the above – Partnership with Absolute Capital