Advisory Services
A Strategic Plan for Investing
Advisory Services bring your investment possibilities to greater levels through personal and customized approaches, as well as access to some pretty unique and exclusive resources in the investment world. In addition, our investment executives work with the Advisory Services Group to provide unbiased research and due diligence on money manager and mutual fund advisory services.
With Advisory Services, we will develop an investment portfolio plan with asset allocations to meet your specific investment needs and life goals. You also receive detailed, quarterly performance reporting to complement your monthly statements and keep you on track to achieving your financial goals.
Count on Prentice Management Corp for objective Advisory Services customized to optimize the performance of your investment portfolio, while managing your risk.
Unique Situations. Exclusive Options.
Our investment portfolio Advisory Services include:
- Asset Advisor for investors who seek to add multiple asset classes in one comprehensive account
- FundSource for those seeking a strategic road map using the world’s top no-load and load waived mutual funds
- Diversified Managed Allocations for clients with at least US$150,000 –combines separate investment portfolios into a strategic single account
- Masters Program offers access to select investment portfolio managers that manage million-dollar-plus accounts for those with as little as US$100,000
- Network Investment Consulting Service Network offers access to many leading money managers
Learn more.
To find out more about how Prentice Management Corp can help you build your wealth, contact us today.