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Empire Investment Advisors, Inc. is pleased to offer a solution
for independent advisors to effectively present an all inclusive
separate account money manager and managed mutual fund program for
their valued clients.
Empire
Managed Account Program or EMAP will deliver the following
services to assist you in the implementation, selection and reporting
processes to accomplish these goals.
1. We
offer a risk/tolerance questionnaire, client asset gathering profile
and then utilize Ibbotson Associates software, one of the most respected
names in the industry for client reporting. EMAP will generate
client ready personalized reports to assist you with investment
recommendations and be responsible for follow-up reporting.
2. Prima
Capital Management, Inc. a registered investment advisor was contracted
to provide independent research and due diligence. Prima was chosen
because of their excellence, sophistication and objectivity with
manager and mutual fund reporting. EMAP felt strongly that
independent opinions, rather than in-house staffers, were a must
for our independent advisors and their valued clients.
3. Empire
will provide execution, custody and Internet technology for our
advisors and clients. We control our costs for trades and custody,
which is reflected, in our wrap fees schedules. Money managers,
advisors and clients will all receive real-time portfolio web access
with appropriate security level designations. Support staff will
always be available during our normal working hours.
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