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Empire
Investment Advisors, Inc. through its Managed Account Program,
EMAP, offers bundled independent services that deliver solutions:
Benefit
- EMAP's philosophy is "deliver the best" independent
professionals who will compliment the prudent Advisor. We are aware
and respectfully understand your fiduciary responsibility to your
valued clients, our commitment to you will attempt to reflect that
same philosophy.
Benefit
- EMAP will, if desired, assist you with a investment policy
which enables you to assess your clients current status, set reasonable
goals, implement an allocation strategy to meet those goals, ongoing
reviews and adjust long term goals for changing circumstances.
Benefit
- EMAP has chosen Prima Capital Management, Inc. an independent
registered investment advisor who will provide objective institutional
quality research, due diligence on private money managers and mutual
funds. The screening, research, and selection process, which Prima
Capital engages for their "best of class" designations,
allows advisors to differentiate themselves in the market place,
as well as recommend money managers based upon criteria beyond just
performance.
Benefit
- EMAP will provide 24/7/365 Internet interface technology
allowing you access to all of your client's portfolio information
real-time. Up to the minute viewing of P&L, performance, tax
lots, activity, graphs and asset models. We also give your clients
24/7/365 portfolio information, with web access at your discretion.
Benefit
- EMAP's all-inclusive pricing schedule includes trading
executions, custody and all services mentioned above. Separate
account minimum investments of $100,000 for equities, $250,000 for
bonds and $25,000 for mutual funds portfolios.
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