If you are an investment or insurance industry professional and want your clients to receive the benefits of investing in securities and not funds, we can help.
A team approach to managing wealth is what we offer. Contact us:
You will get 24/7 secure online access to client portfolios and documents to help with financial, insurance or tax planning. Your clients have the choice of having their portfolio align with their values, using our Responsible Investing Policy.
You may be used to handing your clients off to a large firm that pays you for your referral then leaves you out of the picture. That’s not what we do. We bring the services and scale of a full-service portfolio manager to your practice. This will allow you to focus on building your business and delivering other services to your clients.
Contact, in confidence, Aman Bhangu, Vice President Research & Portfolio Manager – aman@pacificapartners.com
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