ProfitScore Capital Management specializes in providing you with all the tools you need to run a highly successful advisory practice. Joining forces with us gives you “the best of both worlds,” the technology and strategies used by large institutional investors coupled with concierge-level service from people who know you and care about your firm’s and your clients’ financial future.
You already know how demanding it is to fulfill your clients’ investment needs, efficiently operate your business and offer products and services that distinguish your investment practice from all the others.
And that’s where we come in, because a ProfitScore partnership allows you to concentrate all of your valuable time on managing your client relationships while we deliver consistent and dependable absolute investment returns.
Our partner advisory firms enjoy benefits like:
- Institutional grade money management
- 4 Custom-built investment portfolios
- Up to 13 Professional Money Managers managing assets within your client’s single account
- Professionally designed marketing materials
- Your own Client Account Coordinator and Personal Investment Counselor
- A full suite of back office support
- FedEx National Account Discounts
- Consolidated quarterly client statements
- 24/7 account access
- Quality customer service
We fully understand that your financial success is ultimately determined by your clients' financial success.
We know what it takes to make you and your clients successful.
To learn more about how we can help you achieve your business objectives, please call us at 1-800-731-5690 or email us at .