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As an investment advisor, there
are often many issues that you face on a regular basis. Following is a
list of typical situations you may have be experiencing along with an
explanation of how Coughlin Associates can offer assistance.
- Situation:
You’re too successful, and you don’t have time to do your
own research anymore.
- Coughlin Associates
will pick up coverage of all of your current portfolio holdings
and make timely and appropriate recommendations on them for you.
CA will also do are your required research documentation, and keep
you and your staff up-to-date on everything going on in your investment
portfolios.
- Situation: Your
in-house analyst isn’t making very good recommendations.
- Coughlin Associates can
provide you with the expertise of an experienced, senior investment
professional, for the cost of a good administrative assistant.
- Situation: You
need to differentiate your firm in a marketplace of look-alike asset
allocators.
- How many of your competitors
will have the past head of investments for NationsBank’s Private
Client Group on their staff?
- Situation:
You want to start aggressively marketing to High Net Worth investors,
and a package of good mutual funds won’t get you in the door.
- Sophisticated, wealthy
investors can have their pick of money managers around the country.
Coughlin Associates can help you establish an individually invested
portfolio product, with the quality, discipline and sophistication
they expect in a money manage.
- Situation:
Your clients don’t like the high fees from the wrap managers,
but you can’t cut your fees, and the wrap managers won’t
cut theirs.
- With Coughlin Associates
as a member of your investment team, you can manage individually invested
portfolios in house at a surprisingly low cost, allowing you to lower
your client fees while expanding your fees
- Situation:
The mutual fund portfolios you put together for your clients don’t
give you enough flexibility in customization to meet their particular
needs.
- Individually invested
portfolios with Coughlin Associates providing all of your research
needs can allow you to “fine-tune” portfolios for your
clients, enhancing your ability to help them meet their financial
goals.
- Situation:
You think investment returns are going to be fairly low over the next
few years, but the fees for wrap managers or mutual funds are going
to take a high percentage of those returns.
- Investment research
from Coughlin Associates is a fixed cost to you, and permits you
to return a higher percentage of investment returns to your clients
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