Rep Managed Advisory Accounts (RMA)

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.

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