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Virtual Investment Research Team
The concept of a virtual research team is fairly new in the
industry.
Many people are not fully aware of the advantages and benefits
this approach
can provide to a company and 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-added services:
- Investment
research on
all your holdings
- Research
commentary for
you and your client service officers
- Weekly
meetings/telephone
calls with updates
- 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
Most organizations
realize
that it is cost effective and
beneficial to outsource the following elements, which
Coughlin Associates provides:
- Investment
research and
reports
- Investment lists
and required
documentation
- Model portfolios
and securities
recommendations
- Strategy
publications and
economic updates
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