Today, the job of a financial advisor is as challenging as it has ever been. Between an uncertain investment climate, client demands and an ever increasing compliance burden, advisors are stretched more than ever.
We can help. By working with Paterson & Associates, we can help make the investment aspect of your practice more streamlined, giving you more time to focus on what is really important to your business – building and maintaining client relationships.
We provide a wide range of services that can help make your practice more efficient. With our mutual fund and ETF research, we can help you zero in on the best funds and ETFs available, saving you valuable time and helping make you a more effective advisor. We offer a wide range of services for advisors including:
- Mutual Fund, ETF, & Hedge Fund Research
- Monthly Fund Ranking Report
- Monthly Socially Responsible Investment Funds Report
- Monthly WRAP Funds Report
- Quarterly Recommended List of Funds
- Quarterly ETF Focus List
- Investment Newsletters
For more information please contact us, or to subscribe, please visit our subscription page.