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.