1. Advisors

 Are you a financial advisor, RIA, financial consultant, CFP or broker in need of portfolio management help for your client's assets?  Do you want to offer a unique portfolio to your clients instead of mutual funds and ETFs?  Our third-party consultative portfolio management service allows you to outsource your investment needs and offer your clients a professionally designed and diversified portfolio featuring individual equity securities.  You don't have to be an institutional investor to enjoy this service. It also frees your time to concentrate on other aspects of your business such as marketing, administration and client service.  For a fee-only arrangement we will work with you to construct and manage a customized model portfolio(s) based on either our methodologies or your customized needs.  Our fees will be well below the average mutual fund fee and less costly than hiring another manager/analyst.  You get direct access to the money manager and a diversified portfolio of individual equity securities at a reasonable price that saves your clients money.  Our service can be tailored to your specific needs.  Our list of services includes:

  • Strategic investment consults to develop the model portfolio structure
  • Current Holdings review and categorization of existing stocks
  • Customized portfolio list(s) and our continued support to monitor and update the list(s). 
  • Strategic implementation plan for your clients. You retain the client relationship and implement the strategy while we provide you with the portfolio and process.
  • Company descriptions and research capsules to keep you up on your holdings.
  • Quarterly EPS "cheat sheet" tracking earnings and revenues of the companies after they report.
  • Ongoing portfolio and research consultation on investment and economic issues
  • Subscription to the Forza Newsletter 

So take advantage of our unique outsourcing opportunity to be able to offer your clients individual equity holdings, savings to you and them and ongoing support to keep you on top of your companies.  Call us at 908-344-9790 for more information.   

2. Clients

Don't want to change advisors or custodians?  We will work with you and your existing financial advisor or consultant to manage your assets through your existing relationships.  For a fee based on a percentage of assets under management we will manage the assets of your portfolio on a discretionary basis.  We will work with you and your advisor/consultant to define your objectives and then design and manage a customized portfolio.  Trade in your mutual funds and high fees for our institutional quality portfolio management at a lower cost.

Call us for more details at 908-344-9790. 


Third-Party Consultative Portfolio Management Service