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
Apple
United Healthcare
American Airlines
AT&T
3M
Ascension Health
Williams Company
Government
State of New York
State of Utah
State of Arizona
State of Oregon
State of Florida
State of Colorado PERA
State of Iowa
State of Delaware
Institutions
University of Texas
Cleveland Clinic
University of Michigan
University of Nebraska
Mayo Clinic
MIT
Vanderbilt
University of Nebraska
…and thousands more nationwide. Contact us for a list of plans in your area.
Eligible Plans are Everywhere:
Corporations
Apple
United Healthcare
American Airlines
AT&T
3M
Ascension Health
Williams Company
Government
State of New York
State of Utah
State of Arizona
State of Oregon
State of Florida
State of Colorado PERA
State of Iowa
State of Delaware
Institutions
University of Texas
Cleveland Clinic
University of Michigan
University of Nebraska
Mayo Clinic
MIT
Vanderbilt
University of Nebraska
…and thousands more nationwide. Contact us for a list of plans in your area.
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.