You are an investment advisor and want your client to invest in an Exchange Traded Fund (ETF) portfolio?You are interested by ETFs but do now know which to choose?
Our Advisor Service allows you to benefit from our ETF expertise while maintaining the privileged relationship with your customer. Idema Investments acts as portfolio manager in the background, determining the ideal ETF portfolio for each of your clients and informing you of any required changes
Benefits
- Profit from a simplified practice at a low cost.
- Deploy your efforts to better serve your clients or increase your business volume
- Let your clients benefit from a personalized ETF portfolio.
Flexibility
The Adivsor Serfvice adapts to your business model and can take into account several parameters related to your service offerings such as:
- a personalized rebalancing frequency
- a limit on the number of trades per account
- a multi account solution
Independant advice
No commissions are received for choosing any particular ETF and we have no interest in preferring any one of the ETF provider. The client therefore gets the full benefits of the diversity of ETFs available on the market.
The Advisor Service does not fit your business model but you still want advice on ETFs? You are looking for advice on how to transition from mutual funds portfolios to ETF portfolios? Then consider our Consulting Service to get tailored advice to you specific situation.
For more information, please contact-us.