Help your clients today... while they are still employed with the management of one of their most significant assets.

YOUR CLIENTS WANT...

Eligible Plans are Everywhere:

Eligible Plans are Everywhere:

Corporations

AppleUnited HealthcareAmerican AirlinesAT&T3MFacebookAscension HealthWilliams Company

Government

State of New York

State of Utah

State of Arizona

State of Oregon

State of  Florida

State of Colorado PERA

State of IowaState of Delaware

Institutions

University of TexasCleveland ClinicUniversity of Michigan University of NebraskaMayo ClinicMITVanderbiltUniversity of Nebraska

…and thousands more nationwide. Contact us for a list of plans in your area.

REQUEST PLAN RESEARCH

Eligible Plans are Everywhere:

Corporations

AppleUnited HealthcareAmerican AirlinesAT&T3MFacebookAscension HealthWilliams Company

Government

State of New York

State of Utah

State of Arizona

State of Oregon

State of  Florida

State of Colorado PERA

State of IowaState of Delaware

Institutions

University of TexasCleveland ClinicUniversity of Michigan University of NebraskaMayo ClinicMITVanderbiltUniversity of Nebraska

…and thousands more nationwide. Contact us for a list of plans in your area.

REQUEST PLAN RESEARCH

YOU TO HELP THEM…

Many Participating Providers:

Many Participating Providers:

…and many more

Many Participating Providers:

…and many more

BUILD...

Extensive Money Manager Choices:

Extensive Money Manager Choices:

…and many more

Extensive Money Manager Choices:

…and many more

Customized Portfolio & Proposal Creation

Build customized portfolios tailored to your clients’ goals

Build customized portfolios tailored to your clients’ goals

Key Features

  • Access institutional account management
    (You and your client select the managers)
  • Expand the investment choices beyond their current selections
  • Integrated manager research center
  • Assets stay in the plan, same statement
  • Earn ongoing fee revenue on these assets now
  • Monitor your clients’ accounts in advisor portal
  • You don’t have to be rep of record on the plan

Advisor Compensation

  • Ranges to a maximum of 1.60%
  • Fees debited directly from account
  • Earn quarterly fee revenue on these assets now

Customized Portfolio & Proposal Creation

  • Deploy multiple strategies in one account
  • Build customized portfolios tailored to your clients’ goals
  • Select institutional money managers to fulfill allocations

Key Features

These are just some examples – you are creating a customized portfolio of institutional managers.

Choose from thousands of available combinations depending on your clients needs.

Because Every W.I.N. Counts

  • Create a fee-based UMA for your clients’ workplace assets…W.I.N.
  • While they are still working…W.I.N.
  • While keeping their assets in the plan with the same statement…W.I.N.
  • While providing financial solutions for what may be their largest asset…W.I.N.
  • While working with Absolute Capital as your dedicated partner handling all the steps to get started…W.I.N.

Reference to any particular custodian, money manager, employer and/or plan is not to be considered an endorsement of our services.