Money Managers & Third Party Platforms

Many Advisors choose to outsource the investment selection process to an independent money manager, while they continue the financial and life planning aspects of a client’s future.  If that is your current or future business model, than a Money Manager or Management Platform may best fit your needs.

Whether you choose a single manager or a platform that offers multiple managers and investment product choices, you will have best of class product access at J.W. Cole Financial.  J.W. Cole has formed long-standing partnerships with the industries most widely recognized management firms and a list of current relationships can be provided by your transition specialist.

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