Information For Investment Advisers
We have designed our service for advisers who seek investment support systems and processes that can accommodate the adviser’s (and their licensee’s) influence on the objectives, structure and holdings of the SMA portfolio.
Some of the results may include:
- increased business efficiency (with potential to scale-up their business)
- reduced administration and associated costs (potentially more time to provide service to clients)
- reduced compliance burdens and associated costs (no need to SoAs to every client everytime there is a portfolio change)
- demonstrable client advantages
Download Adviser Brochure
When you partner with PacReef...
…you have access to people, processes and systems to support your expertise and experience in direct investments for clients.
You will gain valuable funds management experience and, as a Program Manager for your SMA, you will hold a prominent position on the Investment Committee for the ongoing management of the SMA.
We provide a mentoring and education environment should you require this support.
Your desire to ‘improve your bottom line by delivering more with less’ can be achieved through your partnership with PacReef. Our systems and processes provide the opportunity to deliver your investment expertise efficiently whilst scaling-up for business growth. There are fewer administration and compliance burdens, with no requirement to seek client permission to effect changes to share holdings in the portfolio.
Transitioning your direct portfolios
Talk with us about the best way to transition your professional practice to take advantage of PacReef’s processes and systems.