Investment Advisor Representatives
Relationships are Key
Fund Architects takes great pride in our partnerships with financial advisors and understands the demands you face. It is not just about taking care of your clients – it’s also about running a business. We realize you have to wear plenty of hats every day, and that’s why we are here to watch the markets and manage your portfolios.
Helping you deliver innovative investment solutions for clients in today’s ever changing global markets is our mission. New to managed money? Fund Architects can help you enhance important long-term client relationships by converting to a fee-based format.
Our asset allocation portfolios are customizable and built for specific investment platforms, allowing you to spend more time focused on building relationships and gathering assets. Our web and print materials easily explain performance, portfolio positions, and our investing and economic outlook to your clients. What’s more, Fund Architects takes service seriously, and will deliver white glove treatment.
Call us at 866-539-4186 or e-mail us to learn more about how to partner with Fund Architects.