Enhance your role as a fixed income consultant and allows you to maintain control and direct all account activity. You’ll gain the additional opportunity, capacity and support needed to grow fixed income account holdings;

Help you retain assets and reduce management fees with high quality individual bond portfolios instead of shifting assets to bond funds and 3rd-party money managers;

Streamline and enhance the sales process with graphical proposals and reports that support your sales efforts and help you sell portfolio services to customers and prospects;

Reduce your portfolio management workload with portfolio monitoring services and action alerts that allow you to focus more on maintaining new and existing customer relationships instead of juggling spreadsheets.  At the same time, you and your clients will have the assurance that each portfolio is closely monitored on a continual basis;

Meet each customer’s strategic investment needs using highly-customized individual bond portfolios that dovetail closely with the strategic investment needs of each customer and which also may provide better tax advantages, principal preservation and management of interest rate risk than alternative fixed income investment options;

Maintain closer control of relationships with an approach that allows you to maintain control of the relationship throughout the investment process. In addition, the Program Portfolio approach enables you to demonstrate regular “touch” with each client to help cement relationships;

Differentiates your services with high-quality customized portfolios, better service and the ability to maintain closer customer relationships;

Helps you increase fixed income holdings - All the benefits listed above lead to the bottom line: Program Portfolios can help you grow fixed income account holdings.