Comprehensive, professionally-managed portfolios available in new program by Avisen Securities and Fundquest. The Program includes eight products—including four distinctive mutual fund wrap products.
Avisen Securities announces partnership with FundQuest and launches the Avisen Advisory Solutions Program
Sacramento, CA, November 6, 2007: Avisen Securities has partnered with FundQuest to launch the Avisen Advisory Solutions Program. This turnkey program provides Avisen’s investment advisors and high-net-worth clients comprehensive, professionally-managed portfolios. The Program includes eight products—including four distinctive mutual fund wrap products, a unified managed account product, two separately managed account products, and a unique client/advisor driven managed account product.
“The client/advisor driven managed account product has received the most attention and excitement from both our advisors and clients for its unique features," says Kenneth Brown, CEO of Avisen Securities. The product, called Advisory Choice Portfolio, enables the advisor to have discretion of the client’s portfolio within the investment parameters set by the client’s Investment Policy Statement. The Investment Policy Statement is driven by how the client answers the Investment Questionnaire. The portfolio can hold stocks, mutual funds, options, fixed income and ETFs as long as the securities fit within the asset allocation model and investment parameters, enabling the client and advisor to have more control of the portfolio. This unique portfolio provides a suitable alternative to clients that previously had a fee-based brokerage account.
Avisen Securities offers FundQuest's platform services through its registered investment advisor affiliate, Brown Robello Capital Management, LLC.
FundQuest (www.fundquest.com/usa) is a leader in providing customized turnkey managed investment account solutions to premier financial institutions. The company’s web based platform, objective investment management services, and sales and marketing resources help financial advisors to address their clients’ important financial goals. Financial institutions leverage FundQuest’s flexible menu of wealth management solutions to deliver: retirement income management, mutual fund advisory, unified managed accounts, separately managed accounts, exchange-traded funds, and alternative investments. FundQuest’s platform supports the management of retirement assets, trust accounts, insurance, and annuities. FundQuest is a wholly owned subsidiary of BNP Paribas. FundQuest’s services are offered in the U.S. through FundQuest Incorporated, a registered investment advisor founded in 1993.
About Avisen Securities
Avisen Securities (www.avisensecurities.com), member FINRA/SIPC, is a full-service investment firm headquartered in Sacramento, CA with offices in California and Nevada. The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. The firm employs experienced investment advisors and provides an open architecture of comprehensive products, services and resources to expand their client offerings beyond the traditional and grow their business. Investment advisory services are offered through Brown Robello Capital Management, LLC, a registered investment advisor.
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