Compare Managed Account Options to Enhance Your Advisory Practice
Explore a range of managed account options to enhance your advisory services and meet your clients' diverse needs. Learn about key factors to consider — including fees, advice models, and rebalancing frequencies — and discover how our independence and strategic relationships provide you with the flexibility to offer tailored investment solutions.
Key Points
- Flexible Managed Account Solutions: Highlight the freedom to choose between various managed account options, allowing advisors to tailor investment solutions to their clients' specific needs.
- Comprehensive Support and Neutrality: Emphasize the unbiased support and comprehensive information provided by Ascensus, ensuring advisors can make informed decisions without provider bias.
- Enhanced Client Outcomes: By offering a range of managed account options, advisors can improve client satisfaction and investment performance, demonstrating their value and expertise.