Rolling existing discretionary or SMA account assets into a new Pooled Fund


FSI has vast experience in helping Portfolio Managers or discretionary Investment Advisors start Pooled Funds.  Whether to simplify execution of your trading strategy, reduce costs for your investors, or allow servicing of a broader range of account types or asset levels, FSI has unique solutions to help you meet your goals.  Our custom solutions are designed specifically for: (1) independent Portfolio Managers with SMA accounts held with a Correspondent Broker; (2) Investment Advisors exploring starting their own firm for their brand and moving their book away from the traditional broker Wealth Management channels; (3) Investment Advisors content with their brokerage firm relationship but still wanting to capitalize on the benefits offered by a Pooled Fund structure.  Please contact us to learn more.