VPM - Broker/Dealer Solutions

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Company Statistics

Founded in 1998
$14 billion in assets Modeled
Average Advisor has 60 million in assets
Headquartered in Mesa, Arizona

Industry Trends and Challenges

Traditional BD business models are being challenged.

Shrinking Margins
Customer Resistance

New fee-based models are materializing.

Form or buy in-house management team (large firms only)
Outsourcing of management process
More of a portfolio management role
Low-cost alternatives - Online Brokerages

Implications to the Retail Broker Dealer.

Must convert a portion of business from transaction to fee-based to remain competitive
Must embrace new technology and processes
Maintain or improve cost structure

Current Solutions â€“ Retail Broker-Dealer

Outsourcing of Portfolio Management.

Benefits:

Established managers with Long-term Track Records
Matching Client needs to management style

Challenges:

Splitting of Fee (income dilution for BD)
Reluctance of RR's to Outsource
No control over business for BD In-house management Programs
Benefits - control of business
Challenges - limited product scope

The Virtual Portfolio Manager Solution:

Personal RR Products
RR with their own fee-based/guided portfolio products
Consistent reliable product delivery
Customized product
Product diversity by RR and BD
InHouse Products
Structured portfolio products guided by firm

Enables smaller BD's/correspondents to have in-house product capabilities. Can be integrated with Order entry and back-room offerings.

The Virtual Portfolio Manager Advantage

Can be used for stocks or mutual funds
Monday product delivery
Focus more on building and servicing business
Conversion from transaction to Fee-based model
24-7 access from anywhere
Satisfy compliance issues
Recaptures a large portion of the outsourced fees
More control over business
Value-added performance
Cost savings to individual representatives over independent fees

"The advantage to the financial professional that can offer his or her own product line cannot be over estimated." - Robert L. Kendal Jr."

Financial professionals, who have struggled for years with how to offer their own actively managed products, now have a cost effective alternative to outsourcing - VPM.

VPM allows you to have your own personal product line.

Bringing consistency, structure, and discipline into the investment management process has rewarded the financial professional, but most of all, it has benefited "The Customer", the real user of VPM.

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