Our Managed Mutual Fund Program is designed to assist you and your clients through the complete investment process from client information aggregation to a specific asset allocation model utilizing the universe of available mutual funds.

Phase One
We can help you evaluate a client's goals, risk tolerance, classify current assets, spending and saving habits. Incorporate taxable, deferred and qualified monies in determining retirement income requirements and long term goals.

Present portfolio models (strategic, tactical, asset class or combinations) that have the highest chance of hitting your clients' return threshold and still meet suitability for established risk levels. The ability to illustrate tax, inflation and interest rate implications for optimization. These services will be provided by EMAP utilizing Ibbotson software reporting.

Phase Two
Empire Investment Advisors has chosen Prima Capital Management, Inc. for research, due diligence, and reporting on mutual funds, including the "best of class" designations for Empire's Managed Mutual Fund Program.

Prima Capital is an independent Registered Investment Advisor providing objective, institutional quality research, due diligence, and recommendations on mutual funds.

Prima's analysis is accessible via our EMAP site and provides extensive drill-down capability including the following: qualitative assessments, portfolio characteristics, performance measurement, and administrative review.

The screening, research, and selections processes which Prima Capital engages for their "best of class" designations allows advisors to differentiate themselves in the marketplace, as well as recommend mutual funds based upon many criteria beyond just performance.

EMAP will develop a personalized proposal for your client encompassing all the above information and recommendations, private labeled for the advisor in a client presentation format

Phase Three
EMAP will assist you in your selection of fund managers (load or no-load) into a portfolio created specifically for your client. We will perform quarterly rebalancing, account reviews and performance reporting. Reports will be customized for the Advisor and tailored to meet each client's specific needs and sophistication.

Phase Four
Our program also gives the advisor access to a web site with the following real time information and reporting for all their clients in the EMAP program:

Another free service of EMAP is to allow your client to have their own on-line account site for 24/7/365 access, if desired. The advisor has the final decision for their clients access.