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As a retail broker
team, there are often many issues that you face on a regular basis. Following
is a list of typical situations that are faced along with an explanation
of how Coughlin Associates can offer assistance.
- Situation:
Your firm’s research department is too transactionally oriented
for your clients, and you need a longer term focus for equity investing
- Coughlin Associates
provides a disciplined approach that is well suited for the longer
term
- Situation: Your
firm’s research recommendations are too frequent and too diffuse.
You don’t have the time to create a stand-alone investment product
for your clients, but you need one.
- Coughlin Associates can
provide you with a research product that offers a portfolio orientation
and is custom designed to meet your individual needs for your client
base
- Situation: You
are competing with the big trust banks for wealthy clients. How can
you effectively compete with their institutionally driven investment
products?
- Barring Coughlin has
driven the investment research and marketing processes for a number
of major trust banks. He can help you develop and implement a similarly
sophisticated process for you and your team
- 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 manager
- Situation:
Your fee-based 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:
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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