Open Platform for 3rd Party Managers
Advisors’ TAMP has it’s core 3rd party managers that are used in our multi-manager portfolios and can also be use A’ la carte as advisors see fit.
However, we are always interested in finding other high quality 3rd party managers.
3rd Party Manager Vetting Process
Advisors are inundated by money managers telling them how great they are and why the advisors should allocate to them client money.
Question: How do you vet 3rd party managers to determine they are worthy of your client’s money?
-Do you simply look at fact sheets?
-Do you do a deeper dive into the numbers?
-Do you get on a call with quant who developed and runs the strategy to have it explained to you?
-Do you use a 3rd party service to help you vet managers?
How about having Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM vet the 3rd party manager strategy you are looking at?
What would it cost to have Joe (or someone of similar capabilities) vet 3rd party manager strategies? More than you’d want to pay!
You’re in luck! It just so happens that core to the business model of Advisors’ TAMP is to have advisors bring us 3rd party managers they think or good (good enough for us to consider them for our TAMP) and Joe and our team will vet them.
If they are good, we would be happy to add them to our TAMP. If not, then at least an advisor will know they don’t pass our test.
Have a 3rd Party Manager you want Vetted?
Simply click on the following button to reach out us and we’d be happy to get the process started.