USA Strategic Managed Portfolio Service
With our Strategic Managed Portfolio Service (MPS), we manage portfolios in collaboration with your brand, giving you more time to focus on your clients and your business.
Built to your specific risk profiling and investment mandate, the Strategic MPS offers bespoke model portfolios for you and your clients under an agent as client relationship, giving you more time to focus on your clients and your business.
Why us
Our Strategic MPS offers bespoke model portfolios tailored to your specific risk profiling and investment mandate. By collaborating with Evelyn Partners, advisers can outsource their MPS and reduce the burden of investment research, compliance obligations and investment management costs.
We will work with you to build a Central Investment Proposition (CIP) under our Discretionary Permissions, to ensure tighter control of client outcomes as we work under a disciplined mandate, defined by you.
Building your MPS
Our team of over 100 investment professionals share research responsibilities, enabling us to, discover new investment opportunities, provide regular market commentary and comply with the ever-changing regulations.
After understanding your existing investment management service, we build the foundations of an investment mandate in line with your financial planning process, client requirements, and Consumer Duty regulations. This includes:
- Adapting to your risk profiling tool
- Utilising your preferred platforms
- Understanding your preference for the use of passive and active styles
- Identifying and justifying all costs to the client
- Defining our responsibilities as manufacturer and yours as a distributor
- Understanding target market requirements
- Demonstrating Fair Value
Working together
We will manage the portfolios on a discretionary basis under an agent as client relationship, keeping you up to date in ways that best suit you, including via dual-branded factsheets, emails and webinars. Our due diligence tool kit is regularly updated to enable you to monitor our services.
Adding value
We understand that investment management represents just one part of your client's financial plan, so we will support you to implement a robust investment process that delivers for you and your clients.
As part of our collaboration, you’ll partner with a local team at Evelyn Partners that includes a dedicated Senior Investment Manager, support manager and our award-winning B2B service team.