Stutland Volatility Group provides option, concentrated position and diversified portfolio strategy consulting services to institutions, family offices and advisors seeking direction on overlay investment strategies. Stutland Volatility Group also provides comprehensive portfolio analysis and option overlay strategies for individuals who wish to take advantage of market changes in volatility.
fi360® is the recognized expert on investment fiduciary responsibility and offers advisors and institutions comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of the fiduciary standard.
The fi360 Toolkit for Advisors is a powerful web-based analytical and reporting software solution that offers more than 20 different areas of functionality to help advisors deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to their clients. Its powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client’s lineup, as well as a proprietary fi360 Fiduciary Score® that rates its suitability as a prudent investment choice.
fi360 and MacroRisk Analytics have formed a strategic relationship that provides MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors in addition to a 10% discount on the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) Designation Training programs. The AIF and AIFA Designation Training programs offer the most comprehensive education available on investment fiduciary responsibility and are delivered to thousands of investment professionals every year. For more information, call 866-390-5080 ext.228 or email firstname.lastname@example.org.
FinaMetrica specialises in risk tolerance and investment suitability matters. The FinaMetrica risk profiling system is based on a psychometric test of personal financial risk tolerance. Psychometrics, a blend of psychology and statistics, is the scientific discipline for testing attributes such as risk tolerance. Launched in 1998, the system is now used by 5,500 advisors in 23 countries in seven languages. To date, more than 850,000 tests have been completed. The FinaMetrica system enables advisors to make valid and reliable assessments of their clients’ risk tolerance, incorporate those assessments into the financial planning process and explain risk more meaningfully. More information: www.riskprofiling.com.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.
TD Ameritrade, Inc. and MacroRisk are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, MacroRisk’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by MacroRisk. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC.
Veo is a trademark of TD Ameritrade, Inc, Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.
Advisors Assistant® has been the leader in Client Management Software(CRM) since 1985. A powerful marketing tool that increases sales, streamlines office efficiency, and helps you build rapport with clients to keep them from straying to other advisors. Contact Management and Portfolio Management in One Powerful Program. Advisors Assistant’s innovative screens make it very easy to communicate with clients on a regular basis. Also tracks client investments, performance and downloads investment transactions from DST FAN Mail, Fidelity/NFS, LPL, Pershing, TD Ameritrade, Schwab and many others. Choose either the Web Based or the Computer Based Program. FREE 800 Line Support & Updates.
Shareholders Service Group provides a wide array of service, support and resources to help manage independent advisory practices. Services span from client service teams to help manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, reporting and investment research.