Information For Licensees of Investment Advisers
When you partner with PacReef you can have confidence…
- that client portfolios have been reviewed by an experienced and appropriate investment committee and that proposed investment changes are reviewed for consistency against portfolio objectives.
- in the built-in redundancy should something happen to the adviser (short term or long term), allowing ongoing maintenance in accordance with the agreed methodologies.
- in the investment advice of those advisers using a direct portfolio model.
- you’ll have your advisers’ client accounts and assets administered on an a platform that delivers transparency and extensive quality reporting.
Download Licensee Brochure
Looking for a better way to support your listed securities model portfolios and the direct share expertise of your independently-minded investment advisers?
Licensees Only
'Industrialise’ your direct investment models.
Ideal for licensees wanting to provide additional support for their investment advisers that run their own direct investment portfolios for clients. PacReef provides a funds management overlay structure incorporating the rigor of a professional funds manager, to help advisers and their licensees with portfolio construction, management, oversight and reporting. In place are the people, processes and systems to provide an industrial strength approach to constructing investment portfolios for advisers and licensees.
- advisers follow similar processes as they do for managed funds, but with the advantages of direct securities
- reduced risks
- less opportunity for adviser administration and transaction error
In addition is the opportunity for ongoing sponsorship for improving adviser education and investment understanding, along with enhanced professionalism, oversight and transparency of holdings with individually managed client portfolios.
"Closer, stronger client relationships and a scalable efficient portfolio management capability have helped drive the growth and value of my business."
"We're not about dictating to investment advisers or licensees, we're about enabling and providing the processes, tools and framework."
"SMAs offer high levels of transparency and tax efficiency to investors. PacReef's SMAs are driven by licensee and adviser investment skills and intelligence, with support, tools and processes usually found with institutional asset managers."
"PacReef's new generation SMA service is for privately-owned, independently-minded licensees and their investment advisers."
You will be supporting your advisers to become more efficient and improve their capability to scale up their business.
- Reduced administration
- Better compliance oversight of individual stock portfolios
- Professional development sponsorship
- Reduced investment risk exposure
Get In Touch
Get in touch with us today to discuss how a partnership with PacReef can support your advisers and your overall advice business.
