If
hands-on portfolio management is your core business, J.W. Cole has created a
platform with the flexibility necessary to successfully exceed your customers'
expectations; and the resources required to accomplish this in a cost-effective
and efficient manner for your organization.
Through
our customizable RMA platform you will have the ability to set your own fee
schedules with your customers, implement portfolio models and customized
trading strategies as well as use discretionary or non-discretionary trading
authority.Through personal
consultations with our RIA Operations team, we will help design the platform
and pricing model that will set you apart and keep you competitive.
Through
accounts established at National Financial, you will have access to the
investment vehicles necessary for highly marketable, well diversified and
soundly constructed customer portfolios.
These
include:
Mutual
Funds (load-waived & no-load)
Exchange
Traded Funds (ETF)
Individual
Equities
Fixed
Income (Corporate & Government Agency)
Annuities
Alternative
Investments
Cash
and Certificates of Deposit
Under the RMA platform J.W.
Cole will handle all of the RIA required administrative account functions
including billing and performance reporting.
