We have developed relationships with many investment managers, portfolio design strategists, and model construction specialists. We can offer your firm and your reps plug and play access with top of the line friendly service and training including:
Operations and Technology Services
Suitability evaluation, proposals with comparison and back testing, performance reporting, billing, tax reporting, client access, compliance reporting, powerful aggregation, trading, choice of custodians.
Search and due diligence, outstanding selection of investment managers, managed futures, access to hedge funds, private equity offerings, alternative investments, portfolio construction, consulting.
Vali Nasr discusses his approach to portfolio construction and how RIA's and Independent Broker Dealers can benefit from ClaraPHI's expertise in customizing portfolios to meet client objectives.