Virtual Investment Research Team
The concept of a virtual research team is new in the industry. Many investment advisors are not fully aware of the advantages and benefits this approach can provide to their company and to their clients. Also, it can be somewhat confusing as to what a virtual investment research team really is and truly provides.

Coughlin Associates Provides Financial Planners, Investment Advisors and Retail Brokers with the following value-add services:

• Research to maximize individually invested portfolios
• Weekly meetings/telephone calls with updates
• Research commentary for you and your client service officers
• Quarterly economic and investment strategy one-sheets that are informative and can be shared with your individual clients and branded with your company logo and contact information

Individually invested accounts are the most effective and desireable investment solutions for high net worth clients. This is the preferred product that they seek from their trusted financial advisors. Coughlin Associates provides all aspects of the research necessary to support such a product, which frees up your time to focus on your business yet still allows YOU to maintain the client servicing.

There are several aspects that should be considered when determining if a virtual investment research team is right for you. If you are:

• wanting to enhance your ability to meet client's investment goals in an affordable fashion, Coughlin Associates allows you the opportunity to staff your investment department with a senior experienced investment professional dedicated to ensuring customized, quality research.
• looking for a way to control the timing of investment activitiy as dictated by your clients, we allow you greater control so you can easily meet gain or loss realization, risk targeting, etc.
• seeking grow your business, Coughlin Associates’ provides tools and the ability to provide individually invested portfolios to clients which allow you to accelerate the growth of your business
• seeking a greater consistency of returns over time, we provide a disciplined investment approach that has helped clients over the years

• Helps you grow your business
• Reduces fixed costs for your firm
• Allows you to free up time to focus on client servicing while providing a top quality, appropriate equity product
• Reduce staffing levels and the associated personnel issues all while maintaining the control and confidentiality of your clients