% of Accounts Managed Using Model Portfolios

Model portfolios allow you to: 1) Have consistent client interactions; 2) Optimize efficiencies and systematize your processes; 3) Delegate responsibilities as you grow a fee-based practice; 4) Reduce the number of investments you track; and 5) Spend more time with clients and prospects.

To improve the stability (and value) of your firm, utilize model portfolios for as many of your assets as possible.