| Clients
have the luxury of working with professional investment management
tailored to their personalized strategy with Ridge Clearing's
Advantage Portfolio Management Program. By partnering with
Boston-based Fund Quest, Inc., a recognized provider of innovative
Web-advisory solutions, WallStreet*E’s PCS division
is able to provide you with a cost-effective way to participate
in the managed assets arena. The Advantage Portfolio Management
Program combines the benefits of fee-based professional money
management with the latest Web-based financial services technology.
The
Advantage Portfolio Management Program gives you
the flexibility of deciding how much involvement to take in
the management of your portfolio. The program currently includes
two products:
Mutual
Fund Advantage (MFA) is a professionally managed
mutual fund wrap account in which Fund Quest actively manages
the portfolio. The funds are selected from Ridge Clearing's
universe of NTF and load-waived funds.
Separate
Account Advantage (SAA) is an advisor- and investor-driven
separate account program in which you have access to the top
money managers in the country. Fund Quest acts as the registered
investment advisor for the program and is responsible for
screening, selecting, and monitoring its managers.
The Advantage Portfolio Management program offers
a professional, customized investment strategy designed for
the individual investor. The program offers six risk-based
models. Models for investors requiring tax sensitive investing
are also available. By combining the expertise of Fund Quest’s
money managers with proven disciplined investment processes
and cutting edge technology, Fund Quest prepares a customized
asset allocation plan based on the investor’s goals,
time horizon and risk tolerance.
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