Top Firms Know the Outsourcing Difference

Some of the most successful advisory firms have successfully focused on their unique abilities and leveraged everything else through outsourcing and partnership. Top firms are distinguished by higher profits, AUM and growth rates, and more clients. Looking deeper, another key factor that differentiates top firms from their peers is their mastery of time management. The result is a focus on serving clients and an emphasis on growing a business profitably.

Source: "Who Are the Champions? What Separates the Best Advisors from the Rest," Investment Advisor, September 10, 2008.

At Bellatore, we have analyzed the challenges you face on a daily basis as an independent advisor. Leveraging our past experience, the latest industry research and our first-hand knowledge of advisors, Bellatore Financial offers an enhanced turnkey asset management program (TAMP) that provides a range of back office services, business development support and investment options to help the growth and efficiency of your business.

How Bellatore's outsourcing solutions can benefit you:

• Portfolio construction, model management and fund selection reduces the time you spend on portfolio management and research
• Back office service outsourcing for time-consuming functions such as account set-up, trading and reporting
• An open architecture platform to offer you more control and flexibility
• Access to multiple custodians in an integrated fashion
• Powerful, leading-edge operating technology to streamline your practice and reduce administrative complexity
• Committed, ongoing business development and practice management support to help grow and manage your business
• Access to knowledge leaders from within Bellatore, the academic and professional community, and a network of Bellatore advisors
• Wealth planning services to address the specific needs of your affluent clients