We are proud to receive referrals from independent financial professionals looking to deliver high value holistic financial services that optimize our portfolio management services. Financial professionals outsource investment services to Forstrong because they get the highest quality asset management and more time to spend with their clients and prospects. While you retain your client relationships, Forstrong assumes regulatory, investment and administrative responsibility as discretionary Portfolio Manager.

“Performance is more than just returns”

For more information about working with Forstrong to provide institutional quality asset management to your clients, click here to send us a message and one of our Relationship Managers will contact you within 24 hours. Or call us at 1-888-419-6715 to speak with us today.

TRANSITION YOUR BUSINESS WITH A HIGH VALUE OFFER

Exponential change now seems to be the defining attribute of our times. The global financial crisis of 2008 ushered in a “new reality” characterized by greater uncertainty. Whether it’s economic, geopolitical or market related, managing your client’s investments effectively has become a more challenging task. A rapidly changing regulatory framework is also forcing future oriented financial professionals to examine their overall value proposition to meet the needs of a rapidly aging population.

This new reality means that, although your clients may not be serious investors, they are now far more serious about their investments. Meeting their needs will require that advisors provide a higher degree of financial predictability in the face of their growing longevity, increasingly tenuous job security and lower interest rates and market returns.

We believe that future ready advisors are the ones who prepare for the looming changes by reimagining their practice. Regardless of whether you’re still actively looking to grow your practice or more established we are confident that you will find this workbook invaluable.

BENEFITS OF A PRIVATE CLIENT OFFER

  • Simple and scalable investment offer
  • Streamlined compliance process
  • More time with clients
  • Discretionary global investment management
  • Direct relationship with a portfolio manager
  • De-risk book of business

LET’S TALK

    

Krystian Urbanski
Senior Vice President & Associate Portfolio Manager, Private Client Group
(416)278-3184 or toll free: 888-419-6715 x5517

Aaron Azad
Associate Portfolio Manager, Private Client Group
(647) 924-3487 or toll free: 888-419-6715 x5535