BROKERAGE POOL is a specialist in innovative fund- and insurance products, helping you as an independent financial advisor to differentiate from the many standard financial products in the market.
Products that can be found in the internet offered by any bank or insurance your client may buy direct on the web or from a broker. Our focus is on those funds, that are not promoted in the public and hence do not carry a load of the subsequent cost which are a bruden to an investor. As a qualified or institutional investor you get access, support and service for Alternative Investments, which include all investment categories not based upon traditional investment products like equities, real estate, bonds or the money market.
In insurance we focus on solutions for wealthy clients only.
Out panel of products runs through a quarterly due dilligence process.
This approach helps us to learn from mistakes of others. Products who do not fulfill our specific requirements will not (or no longer) be considered.
P.S. if you as an independent wealth manager are convinced, you did not require any "products", please keep in mind that you are a product yourself (in the eyes of your clients). Subsequently you are exchangable just like any fund.
Come along and test the added value BROKERAGE POOL can offer independent advisors. We can give you a number of examples how you may become indispensable for clients in using our tools and products.
Please write us here brokeragepool (at) online.ms