By choosing the DFM route, an advisor can gain access to a huge range of investment options for his/her clients. A DFM should be able to offer investment solutions for any sized portfolio.
A DFM has the ability and software to access detailed research for numerous asset classes. The value to this approach is demonstrated particularly when markets are volatile and where careful asset allocation and stock selection can have a positive impact on performance.
Another advantage of the DFM route is the buying power the fund managers have that is not available to retail customers. They can access investment structures and funds that individuals and financial advisors simply cannot.
The use of a DFM also brings benefit to the administration of an advisor’s business as it introduces an element of formality to the way clients' assets are managed and, importantly, provides an audit trail. It ensures consistency of approach and, from a compliance perspective, offers a repeatable, robust process.
Financial advisors use Albert E Sharp as a DFM because:
- We work with financial advisors and foster long-term relationships based on trust and results.
- We can translate and implement the investment management component of the overall financial planning strategy.
For further information please see the Financial Advisor section of our website.